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Coca-Cola

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
HAM
2901
Harmony Asset Management
Arizona
$243K -$1.07M -14,920 -81%
TF
2902
TLWM Financial
Texas
$243K
BWS
2903
Broadway Wealth Solutions
Texas
$242K -$35.1K -490 -13%
GAM
2904
Gemmer Asset Management
California
$242K -$42.4K -592 -15%
SPIA
2905
Strategic Point Investment Advisors
Rhode Island
$242K
DFG
2906
Dupree Financial Group
Kentucky
$242K
CH
2907
Canton Hathaway
Rhode Island
$241K
AFW
2908
Avantra Family Wealth
Pennsylvania
$241K
FWM
2909
Foguth Wealth Management
Michigan
$241K +$241K +3,358 New
SFM
2910
Signet Financial Management
New Jersey
$240K -$3.33M -46,497 -93%
WH
2911
Willner & Heller
California
$240K -$28.9K -403 -11%
CC
2912
Cadinha & Co
Hawaii
$240K -$538K -7,509 -69%
MWP
2913
Meridian Wealth Partners
Pennsylvania
$240K -$65.8K -919 -22%
LAS
2914
Lloyd Advisory Services
Georgia
$239K +$239K +3,341 New
JWM
2915
Jessup Wealth Management
Ohio
$239K +$239K +3,335 New
IPA
2916
Investment Planning Advisors
Georgia
$238K +$7.09K +99 +3%
SGI
2917
Swan Global Investments
Colorado
$238K +$238K +3,324 New
JEST
2918
JTC Employer Solutions Trustee
Jersey
$238K
MCAI
2919
Members Capital Advisors Inc
Wisconsin
$238K
NC
2920
North Capital
Utah
$238K +$238K +3,319 New
B
2921
Birchbrook
Maine
$237K
NCG
2922
Newport Capital Group
New Jersey
$237K +$1.5K +21 +0.6%
AC
2923
Attessa Capital
Arizona
$236K +$236K +3,300 New
BWG
2924
Berry Wealth Group
Texas
$236K +$236K +3,299 New
TPW
2925
Transatlantique Private Wealth
New York
$236K -$64.6K -902 -22%