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Coherent

576 hedge funds and large institutions have $9.22B invested in Coherent in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 178 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 131

32% less capital invested

Capital invested by funds: $13.5B → $9.22B (-$4.28B)

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
576
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347M
Puts
$206M
Net Calls
Net Calls Change

Top Buyers

1 +$170M
2 +$124M
3 +$107M
4
Morgan Stanley
Morgan Stanley
New York
+$70.9M
5
BlackRock
BlackRock
New York
+$40.6M

Top Sellers

1 -$247M
2 -$109M
3 -$90.3M
4
Invesco
Invesco
Georgia
-$87.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SACTSONJ
301
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$627K
OPS
302
Orion Portfolio Solutions
Nebraska
$625K
BCI
303
Brinker Capital Investments
Pennsylvania
$625K
AFP
304
Ausdal Financial Partners
Iowa
$620K
Corient Private Wealth
305
Corient Private Wealth
Florida
$614K
ProShare Advisors
306
ProShare Advisors
Maryland
$611K
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$602K
CWS
308
Confluence Wealth Services
Pennsylvania
$596K
AA
309
Auxano Advisors
Washington
$589K
ADL
310
Asset Dedication LLC
California
$584K
PEA
311
Park Edge Advisors
Ohio
$582K
IWM
312
IHT Wealth Management
Illinois
$561K
CPBTD
313
Central Pacific Bank - Trust Division
Hawaii
$556K
SPA
314
Sherbrooke Park Advisers
New York
$546K
TI
315
Tidal Investments
Wisconsin
$541K
OC
316
Oppenheimer & Co
New York
$534K
Baird Financial Group
317
Baird Financial Group
Wisconsin
$522K
AC
318
AXQ Capital
New Jersey
$513K
MML Investors Services
319
MML Investors Services
Massachusetts
$496K
AF
320
Aldebaran Financial
$491K
ST
321
Smithfield Trust
Pennsylvania
$491K
MAM
322
Mystic Asset Management
Rhode Island
$490K
FCFC
323
First Commonwealth Financial Corp
Pennsylvania
$488K
AI
324
Atria Investments
North Carolina
$487K
IA
325
IFP Advisors
Florida
$483K