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Coca-Cola

3,365 hedge funds and large institutions have $225B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,255 increasing their positions, 1,403 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 119

59% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $1.71B

31% more funds holding in top 10

Funds holding in top 10: 6788 (+21)

15% more capital invested

Capital invested by funds: $195B → $225B (+$29.7B)

3% more funds holding

Funds holding: 3,2783,365 (+87)

0.88% more ownership

Funds ownership: 72.17%73.05% (+0.88%)

11% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,403

Holders
3,365
Holders Change
+87
Holders Change %
+2.65%
% of All Funds
45.11%
Holding in Top 10
88
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+31.34%
% of All Funds
1.18%
New
259
Increased
1,255
Reduced
1,403
Closed
119
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$28.6B
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.9B +$74.4M +1,114,422 +0.3%
BlackRock
3
BlackRock
New York
$22.4B +$449M +6,725,624 +2%
State Street
4
State Street
Massachusetts
$11.9B -$10.9M -163,787 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.86B +$320M +4,796,106 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.67B -$36.6M -547,435 -0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$6.31B +$338M +5,055,086 +6%
Morgan Stanley
8
Morgan Stanley
New York
$6.16B +$238M +3,567,778 +4%
Charles Schwab
9
Charles Schwab
California
$5.03B -$262M -3,929,812 -5%
Norges Bank
10
Norges Bank
Norway
$3.95B +$31.5M +471,228 +0.9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.4B +$1.09B +16,383,870 +53%
Northern Trust
12
Northern Trust
Illinois
$3B -$124M -1,860,036 -4%
Franklin Resources
13
Franklin Resources
California
$2.72B +$261M +3,907,171 +11%
Bank of America
14
Bank of America
North Carolina
$2.55B +$399M +5,971,939 +20%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$2.44B -$1.09B -16,276,839 -32%
UBS AM
16
UBS AM
Illinois
$2.21B +$120M +1,794,561 +6%
Capital International Investors
17
Capital International Investors
California
$1.97B +$166M +2,492,545 +10%
UBS Group
18
UBS Group
Switzerland
$1.96B +$102M +1,522,699 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.93B +$5.04M +75,507 +0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.93B -$53.6M -803,001 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.79B -$32.8M -491,371 -2%
Invesco
22
Invesco
Georgia
$1.64B -$116M -1,736,435 -7%
Amundi
23
Amundi
France
$1.55B +$195M +2,922,619 +16%
N
24
Nuveen
North Carolina
$1.51B +$267M +3,999,707 +23%
DZ Bank
25
DZ Bank
Germany
$1.39B +$1.13B +16,913,422 +667%

KO Hedge Fund Activity: Q1 2025 in Review

3,365 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2025, worth a combined $225B — up 15% from $195B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new KO positions and 119 closed out — a net gain of 140 holders — while 1,255 added to existing stakes and 1,403 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.13B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.09B.

  • 3,365 institutional investors held Coca-Cola (KO) as of Q1 2025, up from 3,278 in Q4 2024.
  • Funds reported $225B of Coca-Cola stock for Q1 2025, up 15% quarter-over-quarter.
  • 259 funds opened new Coca-Cola positions in Q1 2025 and 119 closed out, a net change of +140 holders.
  • The largest Coca-Cola buyer in Q1 2025 was DZ Bank, an estimated $1.13B added.
  • The largest Coca-Cola seller in Q1 2025 was T. Rowe Price Associates, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2025.