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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 %
PWAM
1926
Pinnacle West Asset Management
Wyoming
$797K -$3.54K -50 -0.4%
PIMG
1927
Patriot Investment Management Group
Tennessee
$797K -$47.2K -667 -6%
CCWM
1928
Cassaday & Co Wealth Management
Virginia
$796K +$8.14K +115 +1%
OWA
1929
Opal Wealth Advisors
New York
$795K -$387K -5,465 -33%
SAM
1930
Sawgrass Asset Management
Florida
$794K +$336K +4,742 +73%
A
1931
AlphaQuest
New York
$794K +$59.4K +839 +8%
FMTCOCP
1932
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$794K -$28.7K -406 -3%
HWP
1933
Highline Wealth Partners
California
$794K +$34K +480 +4%
KCM
1934
Kathmere Capital Management
Pennsylvania
$794K +$127K +1,802 +19%
AF
1935
Advisornet Financial
Minnesota
$793K -$70.3K -994 -8%
TC
1936
Trilogy Capital
California
$793K -$3.19M -45,090 -80%
FMP
1937
Financial Management Professionals
Texas
$792K -$38.7K -543 -5%
EIP
1938
Ellis Investment Partners
Pennsylvania
$792K +$29.8K +421 +4%
HAIM
1939
Hunter Associates Investment Management
Pennsylvania
$791K -$20.8K -295 -3%
CL
1940
COWA LLC
Oklahoma
$791K +$55.4K +783 +8%
ECM
1941
Elgethun Capital Management
South Dakota
$789K -$12.9K -183 -2%
ATWA
1942
Arbor Trust Wealth Advisors
Michigan
$789K -$102K -1,426 -11%
PPH
1943
Pure Portfolios Holdings
Oregon
$788K -$2.05K -29 -0.3%
KCAM
1944
Kagan Cocozza Asset Management
New Jersey
$787K -$55.5K -784 -7%
BZWA
1945
Blue Zone Wealth Advisors
California
$787K -$4.88K -69 -0.6%
B
1946
Bellecapital
Switzerland
$787K -$219K -3,100 -22%
AWAU
1947
Alliance Wealth Advisors (Utah)
Utah
$785K +$52.4K +741 +7%
PWMG
1948
Prestige Wealth Management Group
New Jersey
$784K -$50.4K -708 -6%
OPWM
1949
Oregon Pacific Wealth Management
Oregon
$783K +$85.5K +1,209 +12%
AAM
1950
Alken Asset Management
United Kingdom
$781K