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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 %
IPW
1901
Invictus Private Wealth
Colorado
$824K -$33.2K -469 -4%
FS
1902
Ferguson Shapiro
Georgia
$823K -$7.78K -110 -0.9%
WAC
1903
William Allan Corp
Colorado
$823K -$23K -325 -3%
BI
1904
Bradyco Inc
Massachusetts
$822K
FPWM
1905
FSB Premier Wealth Management
Iowa
$822K -$17.1K -241 -2%
RA
1906
Ransom Advisory
Rhode Island
$819K -$31.8K -450 -4%
CRI
1907
Colonial River Investments
Virginia
$818K +$97.1K +1,391 +13%
GM
1908
GeoWealth Management
Illinois
$818K -$381K -5,389 -32%
BONH
1909
Bank of New Hampshire
New Hampshire
$817K
MGWA
1910
Monument Group Wealth Advisors
Massachusetts
$816K +$50.9K +720 +7%
MAM
1911
Madison Asset Management
Wisconsin
$816K
ES
1912
Eagle Strategies
New York
$815K +$5.52K +78 +0.7%
MWA
1913
Midland Wealth Advisors
Illinois
$815K -$35.7K -505 -4%
BIAS
1914
Beacon Investment Advisory Services
New Jersey
$813K +$348K +4,919 +75%
GWA
1915
Geometric Wealth Advisors
District of Columbia
$812K +$3.18K +45 +0.4%
MSE
1916
MUFG Securities EMEA
United Kingdom
$810K -$31M -438,554 -97%
AF
1917
Aldebaran Financial
$808K +$1.06K +15 +0.1%
PWM
1918
Proathlete Wealth Management
Florida
$806K +$11K +155 +1%
GIA
1919
GHP Investment Advisors
Colorado
$806K +$566 +8 +0.1%
UAG
1920
United Advisor Group
Ohio
$805K +$40.8K +576 +5%
KJWM
1921
Kiley Juergens Wealth Management
Washington
$802K -$16.8K -237 -2%
ECM
1922
Exchange Capital Management
Michigan
$801K -$157K -2,220 -16%
LFP
1923
Lakeshore Financial Planning
Michigan
$801K -$26.5K -375 -3%
C
1924
Certuity
Florida
$798K -$21.1K -298 -3%
VIG
1925
Vienna Insurance Group
Poland
$798K -$460K -6,505 -37%