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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
2376
Boomfish Wealth Group
Georgia
$460K -$18.9K -264 -4%
CHA
2377
Cooper/Haims Advisors
New York
$460K -$30.7K -429 -6%
HFM
2378
Hartford Financial Management
Connecticut
$460K – – –
MHR
2379
Matthew Hamilton Rosenberg
$459K +$49.8K +696 +12%
FA
2380
Fermata Advisors
California
$459K +$459K +6,404 New
CW
2381
Code Waechter
Florida
$458K +$99.8K +1,392 +28%
JBA
2382
Johnson Bixby & Associates
Washington
$457K – – –
KF
2383
KKM Financial
Illinois
$457K -$15.3K -214 -3%
S
2384
Sunpointe
Missouri
$456K -$31.7K -440 -7%
FG
2385
Foster Group
Iowa
$456K +$101K +1,416 +29%
WWC
2386
Waypoint Wealth Counsel
Georgia
$456K +$26.9K +375 +6%
SFG
2387
SNS Financial Group
Minnesota
$455K +$10.7K +148 +2%
AIM
2388
Acropolis Investment Management
Missouri
$455K +$3.15K +44 +0.7%
RPCONE
2389
Retirement Planning Company of New England
Rhode Island
$454K -$13.5K -188 -3%
SFWA
2390
Summit Financial Wealth Advisors
Louisiana
$453K – – –
MAG
2391
MRA Advisory Group
New Jersey
$451K +$89.7K +1,253 +25%
GIP
2392
Granite Investment Partners
California
$451K -$716 -10 -0.2%
SSWM
2393
Strait & Sound Wealth Management
California
$449K -$4.3K -60 -0.9%
LA
2394
LexAurum Advisors
Kansas
$449K -$4.94K -69 -1%
FFP
2395
FourThought Financial Partners
Florida
$448K -$43.7K -610 -9%
SSWG
2396
Seven Springs Wealth Group
Tennessee
$447K +$16K +223 +4%
GAM
2397
Gould Asset Management
California
$445K +$5.94K +83 +1%
FWM
2398
FSA Wealth Management
Massachusetts
$445K -$2.65K -37 -0.6%
TIA
2399
Tiemann Investment Advisors
California
$444K – – –
AIA
2400
Arbor Investment Advisors
North Carolina
$444K +$79.7K +1,113 +22%
94 95
96
97 98