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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 %
ZIG
2626
Zuckerman Investment Group
Illinois
$321K
WTFG
2627
Wood Tarver Financial Group
Idaho
$321K
CCA
2628
Catalyst Capital Advisors
New York
$321K -$350K -4,944 -52%
TFM
2629
TFC Financial Management
Massachusetts
$321K +$27.5K +388 +9%
BA
2630
Baugh & Associates
Georgia
$320K -$6.98K -100 -2%
FWP
2631
Falcon Wealth Planning
California
$320K +$30.1K +425 +10%
SHFP
2632
Second Half Financial Partners
Florida
$319K +$319K +4,516 New
CCM
2633
Chiron Capital Management
Florida
$319K -$12K -169 -4%
SFG
2634
Socha Financial Group
New York
$319K +$52.6K +743 +20%
TCWM
2635
Total Clarity Wealth Management
Illinois
$319K +$76.7K +1,084 +32%
PFA
2636
Pathway Financial Advisors
Vermont
$319K -$23.3K -330 -7%
DWA
2637
Delos Wealth Advisors
Texas
$318K
BWM
2638
BCGM Wealth Management
Indiana
$318K +$1.63K +23 +0.5%
RWA
2639
Rooted Wealth Advisors
Illinois
$318K +$63.2K +904 +25%
DPI
2640
Diversified Portfolios Inc
Michigan
$318K +$318K +4,497 New
TWPM
2641
Total Wealth Planning & Management
Florida
$318K +$5.33K +77 +2%
AIA
2642
AssuredPartners Investment Advisors
Florida
$318K -$197K -2,778 -38%
CWA
2643
Consilio Wealth Advisors
Washington
$317K +$15.5K +221 +5%
AIM
2644
Athena Investment Management
California
$317K +$14.1K +200 +5%
HFS
2645
Hoge Financial Services
Pennsylvania
$316K +$15.8K +223 +5%
FSG
2646
Financial Strategies Group
Michigan
$314K +$9.36K +134 +3%
RWM
2647
Reston Wealth Management
Virginia
$314K +$2.12K +30 +0.7%
BMD
2648
Better Money Decisions
New Mexico
$313K
S
2649
Sachetta
Massachusetts
$313K +$4.81K +68 +2%
HVIA
2650
Hudson Valley Investment Advisors
New York
$312K