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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
VWA
2576
VSM Wealth Advisory
Maryland
$378K -$70 -1 -0%
SRC
2577
Shufro Rose & Co
New York
$378K -$62.7K -900 -14%
SCA
2578
Sippican Capital Advisors
Massachusetts
$376K -$1.81K -26 -0.5%
SWM
2579
Sterling Wealth Management
Illinois
$375K
OP
2580
ORG Partners
Indiana
$374K -$68.3K -980 -15%
XWL
2581
XXI Wealth LLC
Illinois
$374K +$373K +5,351 New
BWM
2582
Blossom Wealth Management
California
$374K +$70 +1 +0%
PGWM
2583
Parisi Gray Wealth Management
New Jersey
$373K -$5.09K -73 -1%
JLBC
2584
J.L. Bainbridge & Co
Florida
$373K -$28.2K -404 -7%
DWG
2585
Darden Wealth Group
Michigan
$373K
MC
2586
Middleton & Co
Massachusetts
$372K
SEA
2587
Stegent Equity Advisors
Texas
$372K -$4.18K -60 -1%
RW
2588
Rede Wealth
Virginia
$372K -$806K -11,557 -68%
PCI
2589
Planning Center Inc
Illinois
$372K -$5.79K -83 -2%
HC
2590
Hamilton Capital
Ohio
$371K +$370K +5,306 New
GAA
2591
Global Assets Advisory
Florida
$370K -$5.65K -81 -2%
CIG
2592
Cascade Investment Group
Colorado
$370K -$3.49K -50 -0.9%
TIP
2593
Tandem Investment Partners
New Jersey
$369K -$62.7K -900 -15%
PAA
2594
Peregrine Asset Advisers
Oregon
$369K +$3.83K +55 +1%
SRC
2595
Sage Rhino Capital
California
$368K -$16K -229 -4%
TA
2596
TrueWealth Advisors
Alabama
$368K +$906 +13 +0.2%
EWS
2597
Eagle Wealth Strategies
New Jersey
$368K +$2.79K +40 +0.8%
PC
2598
PCB Capital
New Jersey
$368K +$366K +5,257 New
EW
2599
Element Wealth
Mississippi
$367K -$40.3K -578 -10%
CFGA
2600
Cambridge Financial Group (Arizona)
Arizona
$366K -$10.7K -153 -3%