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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
TWM
2651
Topsail Wealth Management
North Carolina
$353K +$352K +5,044 New
DI
2652
Disciplined Investors
Texas
$352K -$22.9K -328 -6%
RCM
2653
Requisite Capital Management
Texas
$352K +$351K +5,034 New
PWM
2654
Paulson Wealth Management
Illinois
$351K -$73.8K -1,058 -17%
RFS
2655
Richardson Financial Services
Massachusetts
$351K +$58.1K +833 +20%
MAM
2656
McLean Asset Management
Virginia
$351K -$15.6K -224 -4%
OWA
2657
One Wealth Advisors
California
$350K -$56.7K -813 -14%
PFM
2658
Phillips Financial Management
Indiana
$350K +$37.9K +544 +12%
ACM
2659
Alamar Capital Management
California
$350K +$349K +5,004 New
KCP
2660
Kera Capital Partners
California
$350K -$8.64K -124 -3%
IAG
2661
Investmark Advisory Group
Connecticut
$349K +$2.58K +37 +0.7%
GAA
2662
Guardian Asset Advisors
Pennsylvania
$349K -$1.95K -28 -0.6%
AT
2663
Adelphi Trust
Florida
$349K +$348K +4,986 New
GPI
2664
General Partner Inc
Pennsylvania
$349K
CTB
2665
Country Trust Bank
Illinois
$348K
ATFA
2666
All Terrain Financial Advisors
Minnesota
$348K +$1.81K +26 +0.5%
MA
2667
Mezzasalma Advisors
New Jersey
$348K -$837 -12 -0.2%
KWA
2668
Kellett Wealth Advisors
Ohio
$347K +$63.6K +913 +23%
EV
2669
EJMK Ventures
Illinois
$346K +$345K +4,955 New
FMI
2670
Financial Management Inc
Arkansas
$346K +$345K +4,948 New
HPM
2671
Hoxton Planning & Management
West Virginia
$346K +$8.09K +116 +2%
CWA
2672
Canvas Wealth Advisors
Kansas
$346K +$107K +1,538 +45%
CFM
2673
Cornerstone Financial Management
Massachusetts
$345K +$344K +4,941 New
SSCA
2674
South Shore Capital Advisors
Massachusetts
$345K +$344K +4,940 New
BWG
2675
Boomfish Wealth Group
Georgia
$344K -$9.06K -130 -3%