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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 %
ACM
3401
Aljian Capital Management
Nevada
-$203K -2,828 Closed
CWM
3402
Cherrydale Wealth Management
New Jersey
-$201K -2,810 Closed
AFGAS
3403
Allegiance Financial Group Advisory Services
Virginia
-$201K -2,804 Closed
BWM
3404
Boyd Wealth Management
California
-$201K -2,803 Closed
ACM
3405
AUA Capital Management
Pennsylvania
-$201K -2,802 Closed
FWM
3406
Forza Wealth Management
Florida
-$200K -2,798 Closed
MFA
3407
McClarren Financial Advisors
Pennsylvania
-$163K -2,321 Closed
MIM
3408
Marshall Investment Management
Colorado
-$148K -2,069 Closed
PPWM
3409
PFG Private Wealth Management
Florida
-$146K -2,038 Closed
SIM
3410
Synergy Investment Management
Florida
-$128K -1,782 Closed
CRFG
3411
Columbia River Financial Group
Washington
-$116K -1,611 Closed
EF
3412
Elite Financial
Idaho
-$104K -1,447 Closed
EFMH
3413
E Fund Management (HK)
Hong Kong
-$103K -1,445 Closed
FLP
3414
Financial Life Planners
Arizona
-$101K -1,407 Closed
CF
3415
Conquis Financial
California
-$97.4K -1,350 Closed
GP
3416
Greenline Partners
New York
-$90.8K -1,268 Closed
GWM
3417
Guardian Wealth Management
Illinois
-$86.6K -1,209 Closed
SIM
3418
Studio Investment Management
Illinois
-$64K -886 Closed
FWA
3419
FSC Wealth Advisors
New York
-$58.9K -823 Closed
NI
3420
NCP Inc
California
-$54.9K -767 Closed
PA
3421
PSI Advisors
Florida
-$43.8K -612 Closed
WAOTB
3422
Wealth Advisors of Tampa Bay
Florida
-$39.6K -553 Closed
MS
3423
Mizuho Securities
Japan
-$32.9K -460 Closed
RWM
3424
Ruedi Wealth Management
Illinois
-$24.1K -336 Closed
RCA
3425
Runnymede Capital Advisors
Ohio
-$7.45K -104 Closed