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Coca-Cola

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
2026
SOA Wealth Advisors
New York
$538K +$64 +1 +0%
SSWM
2027
Strait & Sound Wealth Management
California
$537K +$537K +8,711 New
SNB
2028
Security National Bank
Nebraska
$537K
SAM
2029
S.A. Mason
Michigan
$536K +$954 +15 +0.2%
LWMM
2030
Legacy Wealth Management (Mississippi)
Mississippi
$534K
RFS
2031
Retirement Financial Solutions
Tennessee
$534K +$534K +8,396 New
PCMC
2032
Paragon Capital Management (Colorado)
Colorado
$534K +$1.08K +17 +0.2%
NFG
2033
Nadler Financial Group
Illinois
$534K -$7.32K -115 -1%
BBW
2034
Blue Barn Wealth
Utah
$534K -$18K -283 -3%
TPW
2035
Transatlantique Private Wealth
New York
$533K +$38.1K +597 +8%
EWM
2036
Evermay Wealth Management
Virginia
$532K -$30.9K -485 -5%
FM
2037
Family Management
New York
$532K -$50.8K -798 -9%
AWA
2038
Amplius Wealth Advisors
Pennsylvania
$531K +$170K +2,680 +47%
PCP
2039
Proficio Capital Partners
Massachusetts
$531K -$13.1K -205 -2%
AAS
2040
Annex Advisory Services
Wisconsin
$530K -$39.2K -616 -7%
DWP
2041
Destiny Wealth Partners
Florida
$529K +$19.4K +305 +4%
XSC
2042
X-Square Capital
Puerto Rico
$529K +$191 +3 +0%
YC
2043
Yarbrough Capital
Tennessee
$528K
PMFA
2044
Plante Moran Financial Advisors
Michigan
$526K +$1.34K +21 +0.3%
SSG
2045
Summit Securities Group
New York
$526K +$192K +3,020 +58%
CAGAS
2046
Capital Advisory Group Advisory Services
Minnesota
$523K +$6.87K +108 +1%
NA
2047
Navellier & Associates
Nevada
$523K +$53.8K +845 +11%
PWP
2048
Phillips Wealth Planners
Mississippi
$522K +$522K +8,622 New
FPAS
2049
Focus Partners Advisor Solutions
Missouri
$522K -$3.04M -47,837 -85%
RIM
2050
RW Investment Management
Idaho
$522K +$522K +8,201 New