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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 %
MAM
2701
McLean Asset Management
Virginia
$289K +$19.4K +274 +7%
CWM
2702
CarsonAllaria Wealth Management
Illinois
$288K +$637 +9 +0.2%
CAL
2703
Capital Advisors Ltd
Ohio
$288K -$9.82K -139 -3%
GSWM
2704
Golden State Wealth Management
California
$288K -$6.01K -85 -2%
IRAG
2705
Investment Research & Advisory Group
Georgia
$288K +$56.1K +793 +24%
6F
2706
626 Financial
Michigan
$288K -$2.9K -41 -1%
PTCG
2707
Pring Turner Capital Group
California
$287K -$20.5K -290 -7%
WI
2708
Westbourne Investments
Virginia
$287K -$14.2K -200 -5%
SAM
2709
Strategy Asset Managers
California
$287K
SBF
2710
Sara-Bay Financial
Florida
$287K
MA
2711
McBroom & Associates
Nevada
$286K
CIR
2712
Clear Investment Research
Georgia
$286K +$1.77K +25 +0.6%
IWN
2713
Independent Wealth Network
Iowa
$286K -$78.8K -1,114 -22%
VC
2714
Vicus Capital
Pennsylvania
$286K -$708 -10 -0.2%
SGI
2715
Swan Global Investments
Colorado
$285K +$49.9K +705 +21%
BCM
2716
Bienville Capital Management
New York
$285K
SCM
2717
SOL Capital Management
Maryland
$285K
CFG
2718
Carr Financial Group
Massachusetts
$285K +$920 +13 +0.3%
KWA
2719
Kellett Wealth Advisors
Ohio
$284K -$23.3K -330 -8%
TF
2720
Threadgill Financial
Texas
$284K
TA
2721
TruWealth Advisors
Louisiana
$284K -$3.33K -47 -1%
CWMP
2722
Clarion Wealth Managment Partners
Virginia
$284K +$284K +4,009 New
PWM
2723
PBMares Wealth Management
Virginia
$284K +$71 +1 +0%
KW
2724
Keyvantage Wealth
Pennsylvania
$283K -$39.1K -553 -12%
PWM
2725
Partnership Wealth Management
Maryland
$283K