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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 %
AFTS
2426
American Financial & Tax Strategies
New York
$430K -$34.4K -480 -7%
CST
2427
Charles Schwab Trust
Nevada
$429K +$199K +2,773 +86%
ACM
2428
Armbruster Capital Management
New York
$428K – – –
BFA
2429
Bill Few Associates
Pennsylvania
$427K +$9.24K +129 +2%
WHCI
2430
W.H. Cornerstone Investments
Massachusetts
$426K -$31.5K -440 -7%
TWM
2431
Tradition Wealth Management
Minnesota
$426K +$15.3K +213 +4%
WMA
2432
Wealth Management Associates
New Jersey
$426K – – –
RIM
2433
RW Investment Management
Idaho
$424K -$36.3K -507 -8%
PSC
2434
Prentiss Smith & Co
Vermont
$424K – – –
1WM
2435
1900 Wealth Management
Texas
$423K +$14.7K +205 +4%
CCC
2436
Compass Capital Corp
Massachusetts
$422K -$187K -2,602 -31%
HWM
2437
Horizon Wealth Management
Illinois
$422K +$169K +2,359 +67%
JLBC
2438
J.L. Bainbridge & Co
Florida
$421K -$4.44K -62 -1%
RFP
2439
Root Financial Partners
California
$420K +$18.2K +254 +5%
CGFA
2440
Colton Groome Financial Advisors
North Carolina
$420K +$109K +1,509 +35%
NECFA
2441
New England Capital Financial Advisors
Connecticut
$419K – – –
CFG
2442
Clayton Financial Group
Missouri
$419K – – –
RWM
2443
Riverbend Wealth Management
South Carolina
$419K +$16.5K +231 +4%
CNTOF
2444
Canandaigua National Trust of Florida
New York
$419K -$28.6K -399 -6%
PGWM
2445
Parisi Gray Wealth Management
New Jersey
$418K – – –
TIA
2446
Trust Investment Advisors
Indiana
$418K +$64.3K +898 +18%
ACM
2447
Accent Capital Management
Ohio
$417K +$13.5K +187 +3%
OFS
2448
Orrstown Financial Services
Pennsylvania
$416K -$89.5K -1,250 -18%
OBWG
2449
Onyx Bridge Wealth Group
New York
$416K +$5.44K +76 +1%
TIM
2450
Total Investment Management
Arizona
$414K -$17.3K -242 -4%
96 97
98
99 100