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Coca-Cola

3,464 hedge funds and large institutions have $223B invested in Coca-Cola in 2025 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,438 increasing their positions, 1,303 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 377 | Existing positions closed: 120

23% more call options, than puts

Call options by funds: $2.13B | Put options by funds: $1.74B

10% more repeat investments, than reductions

Existing positions increased: 1,438 | Existing positions reduced: 1,303

8% more capital invested

Capital invested by funds: $206B → $223B (+$17B)

6% more funds holding

Funds holding: 3,2783,464 (+186)

2.02% more ownership

Funds ownership: 72.07%74.09% (+2%)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

Holders
3,464
Holders Change
+186
Holders Change %
+5.67%
% of All Funds
42.15%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.66%
New
377
Increased
1,438
Reduced
1,303
Closed
120
Calls
$2.13B
Puts
$1.74B
Net Calls
+$393M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2476
Pines Wealth Management
North Carolina
$427K
CGFA
2477
Colton Groome Financial Advisors
North Carolina
$427K +$12.7K +182 +3%
BGAI
2478
Bruce G. Allen Investments
Colorado
$427K +$14K +201 +3%
SFWA
2479
Summit Financial Wealth Advisors
Louisiana
$427K -$16.7K -240 -4%
CCM
2480
Crew Capital Management
Ohio
$426K +$11.4K +164 +3%
OIC
2481
Orion Investment Company
Missouri
$425K
BFA
2482
Bill Few Associates
Pennsylvania
$425K +$16.7K +240 +4%
WA
2483
Wealth Architects
California
$425K -$1.19K -17 -0.3%
AA
2484
ABC Arbitrage
France
$425K +$423K +6,073 New
GWAG
2485
Garrett Wealth Advisory Group
Texas
$424K -$139 -2 -0%
ML
2486
MLP3 LLC
New Jersey
$423K +$422K +6,049 New
CS
2487
Crescent Sterling
Louisiana
$423K -$16.8K -241 -4%
CAM
2488
CenterStar Asset Management
Illinois
$422K +$421K +6,032 New
PFA
2489
Providence Financial Advisors
Kansas
$421K
FCM
2490
Family Capital Management
Michigan
$421K +$8.23K +118 +2%
SFG
2491
Strive Financial Group
Indiana
$421K +$420K +6,018 New
CFP
2492
Cascade Financial Partners
California
$421K -$41.8K -599 -9%
FI
2493
Financial Insights
Washington
$420K +$37.2K +534 +10%
RPCONE
2494
Retirement Planning Company of New England
Rhode Island
$418K -$22.6K -324 -5%
BPWM
2495
BCS Private Wealth Management
New Jersey
$418K -$17.4K -250 -4%
FFG
2496
Fiduciary Financial Group
California
$418K -$5.3K -76 -1%
TCM
2497
Tributary Capital Management
Nebraska
$417K -$90.6K -1,300 -18%
SWM
2498
Salvus Wealth Management
New Jersey
$416K +$8.71K +125 +2%
HWM
2499
Horizon Wealth Management
Illinois
$416K +$4.53K +65 +1%
SWM
2500
SHP Wealth Management
Massachusetts
$415K +$414K +5,942 New