We are live on ! Find out more
KO icon

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
SL
2551
Sentry LLC
Tennessee
$391K +$139 +2 +0%
JBA
2552
Johnson Bixby & Associates
Washington
$391K -$13.8K -198 -3%
BFG
2553
Beto Financial Group
Idaho
$391K +$362K +5,186 New
MWS
2554
MFA Wealth Services
California
$390K +$21.2K +304 +6%
TWM
2555
Tradition Wealth Management
Minnesota
$387K +$12.8K +183 +3%
MP
2556
McDonald Partners
Ohio
$386K -$18.9K -271 -5%
OAS
2557
Optivise Advisory Services
Tennessee
$385K +$80.9K +1,160 +27%
FWP
2558
Falcon Wealth Planning
California
$385K +$89.7K +1,287 +30%
ACP
2559
Argyle Capital Partners
California
$384K -$10.5K -150 -3%
AWM
2560
Avaii Wealth Management
Wisconsin
$384K +$4.95K +71 +1%
NFC
2561
Northstar Financial Companies
Pennsylvania
$383K +$18.1K +260 +5%
OFO
2562
OneAscent Family Office
Alabama
$383K +$86.1K +1,235 +29%
AWA
2563
A4 Wealth Advisors
North Carolina
$383K -$203K -2,905 -35%
BWM
2564
Braeburn Wealth Management
Michigan
$383K +$381K +5,472 New
PWM
2565
Palumbo Wealth Management
New York
$382K +$23.4K +336 +7%
TWA
2566
Tulsa Wealth Advisors
Oklahoma
$381K +$380K +5,456 New
THL
2567
Tillman Hartley LLC
Colorado
$381K -$17.6K -252 -4%
XWM
2568
Xcel Wealth Management
Florida
$381K -$10.5K -150 -3%
1CP
2569
1015 Capital Partners
Pennsylvania
$381K +$380K +5,447 New
WAG
2570
Winthrop Advisory Group
Massachusetts
$380K +$53.7K +770 +17%
VCP
2571
Vista Capital Partners
Oregon
$380K +$379K +5,434 New
BI
2572
Bolthouse Investments
California
$380K
CA
2573
Cache Advisors
California
$380K +$379K +5,431 New
MFP
2574
Meramec Financial Planners
Missouri
$379K +$334K +4,790 New
DE
2575
DV Equities
Illinois
$378K +$377K +5,407 New