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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
LJHT
2601
Laurie J. Hall Trustee
$366K -$49.5K -710 -12%
RDFA
2602
Ritter Daniher Financial Advisory
Ohio
$366K +$38.3K +549 +12%
DA
2603
Doliver Advisors
Texas
$365K +$139 +2 +0%
FAG
2604
Fortitude Advisory Group
Washington
$365K -$3.97K -57 -1%
LAS
2605
Lloyd Advisory Services
Georgia
$365K +$364K +5,219 New
NNPTE
2606
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$365K -$1.88K -27 -0.5%
JGUA
2607
John G. Ullman & Associates
New York
$365K -$70.1K -1,005 -16%
FNWA
2608
Financial Network Wealth Advisors
Utah
$365K
AGC
2609
August Group Capital
$365K +$364K +5,216 New
MBWA
2610
Marin Bay Wealth Advisors
California
$365K +$364K +5,216 New
PG
2611
Prostatis Group
Maryland
$365K +$364K +5,215 New
SCM
2612
Silvant Capital Management
Georgia
$364K
TIA
2613
Trust Investment Advisors
Indiana
$364K -$46.5K -667 -11%
SHWA
2614
Safe Harbor Wealth Advisors
Ohio
$364K +$321K +4,609 New
IAS
2615
Integrity Advisory Solutions
Texas
$364K +$99K +1,420 +38%
WIM
2616
Warwick Investment Management
Texas
$364K -$15.6K -224 -4%
MIM
2617
Miller Investment Management
Pennsylvania
$364K -$5.23K -75 -1%
CFGW
2618
Chancellor Financial Group WB
Pennsylvania
$362K
KF
2619
KKM Financial
Illinois
$362K -$83.7K -1,200 -19%
FSA
2620
Fort Sheridan Advisors
Illinois
$361K -$1.46K -21 -0.4%
DWML
2621
Decker Wealth Management LLC
Tennessee
$361K +$360K +5,162 New
BFPW
2622
BOK Financial Private Wealth
Colorado
$361K -$91.9K -1,318 -20%
VIPI
2623
Vista Investment Partners II
Indiana
$360K +$976 +14 +0.3%
SL
2624
Sentinus LLC
Illinois
$360K +$44.6K +640 +14%
CW
2625
Code Waechter
Florida
$360K -$22.3K -320 -6%