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Coca-Cola

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Shares
Change %
AGC
2451
Aspen Grove Capital
Colorado
$414K +$96.2K +1,334 +30%
CYG
2452
Clean Yield Group
Vermont
$414K
CWMK
2453
Caliber Wealth Management (Kansas)
Kansas
$413K +$413K +5,773 New
TF
2454
Trek Financial
Arizona
$412K -$800K -11,168 -66%
DAM
2455
Doheny Asset Management
California
$412K
LWM
2456
Lyell Wealth Management
California
$410K +$32.2K +450 +9%
EW
2457
Element Wealth
Mississippi
$407K -$21.2K -296 -5%
MWM
2458
Marietta Wealth Management
Georgia
$407K -$40.8K -570 -9%
ACM
2459
Adalta Capital Management
New York
$406K
SPWG
2460
Sage Private Wealth Group
Illinois
$406K -$14.4K -201 -3%
OAM
2461
Oak Asset Management
California
$406K -$22.6K -315 -5%
PMFA
2462
Plante Moran Financial Advisors
Michigan
$405K +$74.2K +1,036 +22%
SL
2463
Sentry LLC
Tennessee
$404K +$39.5K +552 +11%
WAM
2464
Walker Asset Management
Missouri
$404K
CFGA
2465
Cambridge Financial Group (Arizona)
Arizona
$403K +$120K +1,689 +43%
CA
2466
Crumly & Associates
Illinois
$403K +$5.16K +72 +1%
RW
2467
Rede Wealth
Virginia
$402K -$6.45K -90 -2%
QFA
2468
Quantum Financial Advisors
California
$402K +$73.8K +1,030 +22%
FFG
2469
Fiduciary Financial Group
California
$401K -$74.6K -1,054 -16%
RFA
2470
Rollins Financial Advisors
New York
$401K -$7.73K -108 -2%
VCM
2471
Viewpoint Capital Management
Washington
$401K
SA
2472
SAM Advisors
California
$401K
SEA
2473
Stegent Equity Advisors
Texas
$400K +$9.24K +129 +2%
GTAM
2474
Global Trust Asset Management
Florida
$400K -$11.1K -155 -3%
BFS
2475
Burkett Financial Services
South Carolina
$399K