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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 %
EWM
3251
Evolution Wealth Management
Florida
$11.3K +$11.3K +160 New
SHM
3252
Sagard Holdings Management
Ontario, Canada
$10.9K +$10.9K +154 New
EWP
3253
Elevation Wealth Partners
California
$10.7K
IA
3254
IFS Advisors
Kansas
$10.5K -$7.08K -100 -40%
CFP
3255
Comprehensive Financial Planning
Pennsylvania
$10.4K
HHGA
3256
Halbert Hargrove Global Advisors
California
$10.4K -$9.42K -133 -48%
JFG
3257
JDM Financial Group
Texas
$10.3K
SVCP
3258
Silicon Valley Capital Partners
California
$9.98K +$9.98K +141 New
WA
3259
WestEnd Advisors
North Carolina
$9.91K -$142 -2 -1%
BHWM
3260
Bay Harbor Wealth Management
Maryland
$9.48K +$4.2K +59 +80%
NOI
3261
Newton One Investments
Delaware
$9.47K +$71 +1 +0.8%
BMC
3262
Bear Mountain Capital
Washington
$8.9K
GWS
3263
Greykasell Wealth Strategies
California
$8.84K
BCC
3264
Biglari Capital Corp
Texas
$8.49K
GK
3265
Graney & King
New York
$7.43K
SAS
3266
Spurstone Advisory Services
Connecticut
$7.29K
CMA
3267
Cedar Mountain Advisors
Oregon
$7.16K +$71 +1 +1%
LIM
3268
Longfellow Investment Management
Massachusetts
$7.15K
CJH
3269
Christopher J. Hasenberg
Wisconsin
$7.08K +$7.08K +100 New
PWM
3270
Parkworth Wealth Management
California
$7.05K +$776 +11 +12%
HFS
3271
Horizon Financial Services
North Carolina
$6.92K +$988 +14 +17%
ACM
3272
Anfield Capital Management
California
$6.23K +$1.49K +21 +31%
SFCL
3273
Strengthening Families & Communities LLC
Massachusetts
$5.94K -$123K -1,714 -95%
CWM
3274
Cedar Wealth Management
California
$5.78K +$5.78K +82 New
RWM
3275
RMG Wealth Management
Wisconsin
$5.28K +$5.28K +75 New