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Coca-Cola

3,298 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, 1,351 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,298
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
1,351
Closed
132
Calls
$2.22B
Puts
$1.73B
Net Calls
+$492M
Net Calls Change
-$514M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWM
3151
Mowery & Schoenfeld Wealth Management
Illinois
$67.6K
HWM
3152
HighMark Wealth Management
Minnesota
$67.4K +$425 +6 +0.6%
HAP
3153
Harbor Asset Planning
Massachusetts
$65.5K +$65.5K +925 New
HNW
3154
High Note Wealth
Minnesota
$65.4K
PP
3155
PrairieView Partners
Minnesota
$64K +$70 +1 +0.1%
AWM
3156
Activest Wealth Management
Florida
$63.9K -$36.7K -519 -36%
SC
3157
Swan Capital
Florida
$63.7K +$49.5K +700 +350%
MAFA
3158
MJT & Associates Financial Advisory
Minnesota
$62.3K
FA
3159
Financial Avengers
California
$62.1K +$495 +7 +0.8%
BDPWM
3160
Barnes Dennig Private Wealth Management
Ohio
$61.9K -$3.82K -54 -6%
FFA
3161
Frazier Financial Advisors
Ohio
$60.2K +$26.8K +378 +80%
HHMI
3162
Howard Hughes Medical Institute
Maryland
$59.1K +$59.1K +836 New
CWM
3163
Cranbrook Wealth Management
Michigan
$56.6K -$11.2K -158 -16%
T
3164
Tidemark
California
$56.1K +$142 +2 +0.3%
PW
3165
Pandora Wealth
Illinois
$56K -$566 -8 -1%
GIM
3166
Gold Investment Management
Alberta, Canada
$55.4K +$287 +4 +0.5%
RAM
3167
Riggs Asset Management
Pennsylvania
$55.2K +$1.42K +20 +3%
GA
3168
GoalVest Advisory
New York
$54.6K +$24.8K +350 +83%
NWM
3169
Nova Wealth Management
Florida
$54.5K +$47.5K +671 +671%
DFA
3170
DHJJ Financial Advisors
Illinois
$53.8K +$4.32K +61 +9%
1IA
3171
1620 Investment Advisors
Massachusetts
$53.4K -$7.78K -110 -13%
WPWM
3172
Western Pacific Wealth Management
Illinois
$53K -$23.5K -332 -31%
MMCM
3173
Murphy & Mullick Capital Management
New York
$49.9K +$16.4K +240 +49%
MCI
3174
MRP Capital Investments
Georgia
$49.5K
FAM
3175
Flaharty Asset Management
Florida
$48.2K