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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 %
AIM
3251
Access Investment Management
Georgia
$11.7K +$11.7K +165 New
EWM
3252
Evolution Wealth Management
Florida
$11.3K +$11.3K +160 New
SHM
3253
Sagard Holdings Management
Ontario, Canada
$10.9K +$10.9K +154 New
EWP
3254
Elevation Wealth Partners
California
$10.7K
IA
3255
IFS Advisors
Kansas
$10.5K -$7.08K -100 -40%
CFP
3256
Comprehensive Financial Planning
Pennsylvania
$10.4K
HHGA
3257
Halbert Hargrove Global Advisors
California
$10.4K -$9.42K -133 -48%
JFG
3258
JDM Financial Group
Texas
$10.3K
SVCP
3259
Silicon Valley Capital Partners
California
$9.98K +$9.98K +141 New
WA
3260
WestEnd Advisors
North Carolina
$9.91K -$142 -2 -1%
BHWM
3261
Bay Harbor Wealth Management
Maryland
$9.48K +$4.2K +59 +80%
NOI
3262
Newton One Investments
Delaware
$9.47K +$71 +1 +0.8%
BMC
3263
Bear Mountain Capital
Washington
$8.9K
GWS
3264
Greykasell Wealth Strategies
California
$8.84K
BCC
3265
Biglari Capital Corp
Texas
$8.49K
GK
3266
Graney & King
New York
$7.43K
SAS
3267
Spurstone Advisory Services
Connecticut
$7.29K
CMA
3268
Cedar Mountain Advisors
Oregon
$7.16K +$71 +1 +1%
LIM
3269
Longfellow Investment Management
Massachusetts
$7.15K
CJH
3270
Christopher J. Hasenberg
Wisconsin
$7.08K +$7.08K +100 New
PWM
3271
Parkworth Wealth Management
California
$7.05K +$776 +11 +12%
HFS
3272
Horizon Financial Services
North Carolina
$6.92K +$988 +14 +17%
ACM
3273
Anfield Capital Management
California
$6.23K +$1.49K +21 +31%
SFCL
3274
Strengthening Families & Communities LLC
Massachusetts
$5.94K -$123K -1,714 -95%
CWM
3275
Cedar Wealth Management
California
$5.78K +$5.78K +82 New