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Coca-Cola

3,299 hedge funds and large institutions have $222B invested in Coca-Cola in 2025 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 1,384 increasing their positions, 1,352 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,299
Holders Change
-22
Holders Change %
-0.66%
% of All Funds
44.2%
Holding in Top 10
66
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-22.35%
% of All Funds
0.88%
New
169
Increased
1,384
Reduced
1,352
Closed
132
Calls
$2.22B
Puts
$1.73B
Net Calls
+$492M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
2476
Paragon Private Wealth Management
Kentucky
$385K +$46.4K +656 +14%
FC
2477
Forte Capital
New York
$385K +$20.5K +290 +6%
OFW
2478
Omnia Family Wealth
Florida
$384K +$87.6K +1,229 +30%
CA
2479
Cache Advisors
California
$384K
GAA
2480
Global Assets Advisory
Florida
$384K -$520K -7,256 -58%
RDFA
2481
Ritter Daniher Financial Advisory
Ohio
$384K +$12.2K +172 +3%
PCFFS
2482
Pacific Center for Financial Services
California
$384K
VWA
2483
VSM Wealth Advisory
Maryland
$382K +$71 +1 +0%
BA
2484
Brightwater Advisory
Florida
$382K -$71 -1 -0%
SCA
2485
Sippican Capital Advisors
Massachusetts
$382K
FA
2486
Fiducient Advisors
Illinois
$382K
PCI
2487
Planning Center Inc
Illinois
$381K -$82.6K -1,167 -18%
CSPIA
2488
Cary Street Partners Investment Advisory
Virginia
$381K +$40.8K +577 +12%
LBC
2489
Leigh Baldwin & Co
New York
$380K +$33.3K +470 +10%
WMA
2490
Wealth Management Associates
New Jersey
$380K -$40.5K -573 -10%
JWM
2491
JFG Wealth Management
Colorado
$379K
CAS
2492
CTC Alternative Strategies
Illinois
$379K -$553K -7,810 -59%
AP
2493
Aspect Partners
Virginia
$377K +$12.1K +171 +3%
FAG
2494
Fortitude Advisory Group
Washington
$377K +$566 +8 +0.2%
MC
2495
Middleton & Co
Massachusetts
$377K -$184K -2,600 -33%
RCM
2496
Requisite Capital Management
Texas
$377K +$10.1K +142 +3%
FPCP
2497
Fort Point Capital Partners
California
$376K -$13.2K -185 -3%
APC
2498
Asset Planning Corporation
Tennessee
$375K -$58.9K -833 -14%
KWM
2499
KFG Wealth Management
Indiana
$374K +$79K +1,116 +27%
VI
2500
Versor Investments
New York
$374K -$210K -2,964 -36%