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Coherent

688 hedge funds and large institutions have $15.5B invested in Coherent in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 204 increasing their positions, 241 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

11% less call options, than puts

Call options by funds: $373M | Put options by funds: $420M

15% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 241

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$373M
Puts
$420M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
326
Park Edge Advisors
Ohio
$1.25M
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$1.24M
FSA
328
Fort Sheridan Advisors
Illinois
$1.22M
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
Connor, Clark & Lunn Investment Management (CC&L)
330
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.19M
Vontobel Holding
331
Vontobel Holding
Switzerland
$1.18M
NSEDCP
332
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M
DADC
333
D.A. Davidson & Co
Montana
$1.18M
Robeco Institutional Asset Management
334
Robeco Institutional Asset Management
Netherlands
$1.16M
YIH
335
Y-Intercept (HK)
Hong Kong
$1.16M
FM
336
Freemont Management
Switzerland
$1.14M
Mitsubishi UFJ Trust & Banking
337
Mitsubishi UFJ Trust & Banking
Japan
$1.14M
Lido Advisors
338
Lido Advisors
California
$1.14M
SOW
339
State of Wyoming
Wyoming
$1.14M
KFS
340
Keynote Financial Services
Connecticut
$1.13M
GWM
341
Geneos Wealth Management
Colorado
$1.13M
JSW
342
Journey Strategic Wealth
New Jersey
$1.12M
RBC
343
Rye Brook Capital
Connecticut
$1.12M
OFS
344
OneAscent Financial Services
Alabama
$1.11M
AFP
345
Ausdal Financial Partners
Iowa
$1.09M
WAM
346
WealthTrust Asset Management
Florida
$1.08M
FCM
347
Firsthand Capital Management
California
$1.08M
OWIM
348
Old West Investment Management
California
$1.08M
QCG
349
Quadrant Capital Group
Ohio
$1.07M
PAG
350
Private Advisor Group
New Jersey
$1.07M