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Coca-Cola

2,762 hedge funds and large institutions have $189B invested in Coca-Cola in 2022 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 1,185 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,762
Holders Change
+9
Holders Change %
+0.33%
% of All Funds
46.7%
Holding in Top 10
141
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+54.95%
% of All Funds
2.38%
New
149
Increased
1,185
Reduced
1,065
Closed
100
Calls
$2.12B
Puts
$1.89B
Net Calls
+$227M
Net Calls Change
-$244M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
2001
Wambolt & Associates
Colorado
$511K -$7.23K -115 -1%
JSW
2002
Journey Strategic Wealth
New Jersey
$510K -$103K -1,632 -17%
WWA
2003
WCG Wealth Advisors
Nevada
$510K +$510K +8,106 New
HFP
2004
Holistic Financial Partners
Indiana
$508K -$6.35K -101 -1%
PIA
2005
Powell Investment Advisors
Florida
$508K +$275K +4,351 +118%
SWK
2006
Stephen W. Kidder
$506K -$3.14K -50 -0.6%
SL
2007
Summitry LLC
California
$506K +$12.6K +201 +3%
OMC
2008
Overbrook Management Corp
New York
$505K
HWA
2009
HHM Wealth Advisors
Tennessee
$505K +$42.5K +675 +9%
CAWM
2010
Capital Advisors Wealth Management
Washington
$505K +$56.6K +900 +13%
BBW
2011
Blue Barn Wealth
Utah
$504K -$7.81K -124 -2%
NC
2012
NovaPoint Capital
Georgia
$504K +$220K +3,501 +78%
IAS
2013
IMA Advisory Services
Colorado
$504K +$388K +6,167 +334%
CCM
2014
Canal Capital Management
Virginia
$501K +$629 +10 +0.1%
RWP
2015
Revolve Wealth Partners
New Jersey
$501K +$3.15K +50 +0.6%
CFG
2016
Cooper Financial Group
California
$499K +$43.8K +697 +10%
CFO
2017
Collective Family Office
Pennsylvania
$498K -$64.9K -1,032 -12%
SRC
2018
Shufro Rose & Co
New York
$498K -$18.7K -297 -4%
ATFA
2019
All Terrain Financial Advisors
Minnesota
$497K -$1.26K -20 -0.3%
LB
2020
Leo Brokerage
Texas
$495K -$110K -1,755 -18%
BFPW
2021
BOK Financial Private Wealth
Colorado
$494K -$1.05M -16,538 -68%
FB
2022
First Bancorp
Maine
$493K +$139K +2,203 +39%
IAIM
2023
Industrial Alliance Investment Management
Quebec, Canada
$492K -$27.4K -435 -5%
EIP
2024
Ellis Investment Partners
Pennsylvania
$492K -$1.13K -18 -0.2%
FSCM
2025
Front Street Capital Management
Montana
$491K -$1.57K -25 -0.3%