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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 %
CIA
2051
Cladis Investment Advisory
Montana
$680K +$71 +1 +0%
CAM
2052
Councilmark Asset Management
Tennessee
$679K +$8.91K +126 +1%
FWA
2053
FSM Wealth Advisors
Ohio
$679K +$316K +4,443 +87%
TCM
2054
Tributary Capital Management
Nebraska
$679K
MFWP
2055
Mosaic Family Wealth Partners
Missouri
$677K -$28.2K -399 -4%
VCM
2056
Vivaldi Capital Management
Illinois
$677K +$25.4K +359 +4%
JAG
2057
Journey Advisory Group
Kentucky
$676K -$8.21K -116 -1%
CL
2058
CVFG LLC
Indiana
$674K +$11K +156 +2%
HWA
2059
HCR Wealth Advisors
California
$672K -$1.27K -18 -0.2%
CWM
2060
Challenger Wealth Management
California
$672K -$708 -10 -0.1%
EWA
2061
Elevate Wealth Advisory
Georgia
$671K +$10K +141 +2%
VAG
2062
VisionPoint Advisory Group
Texas
$670K +$341K +4,813 +103%
BCG
2063
BayBridge Capital Group
California
$669K +$8.21K +116 +1%
AWA
2064
AGH Wealth Advisors
Kansas
$669K +$1.77K +25 +0.3%
RMCM
2065
Reynders McVeigh Capital Management
Massachusetts
$668K -$9.97K -141 -1%
SWM
2066
Stockman Wealth Management
Montana
$666K -$6.37K -90 -0.9%
T
2067
Transce3nd
Texas
$663K +$36.2K +512 +6%
FB
2068
First Bancorp
Maine
$663K +$37.6K +531 +6%
VCM
2069
Virtue Capital Management
Tennessee
$662K -$302K -4,268 -31%
HCM
2070
Hutchinson Capital Management
California
$662K
TNA
2071
True North Advisors
Texas
$661K +$48K +678 +8%
HCM
2072
Hodges Capital Management
Texas
$661K -$36.6K -517 -5%
NWMG
2073
Nicholson Wealth Management Group
South Carolina
$661K +$29.9K +423 +5%
WPP
2074
Whalerock Point Partners
Rhode Island
$658K +$55.5K +785 +9%
CA
2075
Cambridge Advisors
Nebraska
$657K +$2.55K +36 +0.4%