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Coherent

701 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, 208 increasing their positions, 244 reducing their positions, and 78 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: 208 | Existing positions reduced: 244

Holders
701
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
QIM
326
Quantitative Investment Management
Virginia
$1.26M
SAM
327
Securian Asset Management
Minnesota
$1.25M
CUAMC
328
China Universal Asset Management Company
China
$1.25M
PEA
329
Park Edge Advisors
Ohio
$1.25M
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$1.24M
FSA
331
Fort Sheridan Advisors
Illinois
$1.22M
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$1.2M
Connor, Clark & Lunn Investment Management (CC&L)
333
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.19M
Vontobel Holding
334
Vontobel Holding
Switzerland
$1.18M
NSEDCP
335
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M
DADC
336
D.A. Davidson & Co
Montana
$1.18M
Robeco Institutional Asset Management
337
Robeco Institutional Asset Management
Netherlands
$1.16M
YIH
338
Y-Intercept (HK)
Hong Kong
$1.16M
FM
339
Freemont Management
Switzerland
$1.14M
Mitsubishi UFJ Trust & Banking
340
Mitsubishi UFJ Trust & Banking
Japan
$1.14M
Lido Advisors
341
Lido Advisors
California
$1.14M
SOW
342
State of Wyoming
Wyoming
$1.14M
KFS
343
Keynote Financial Services
Connecticut
$1.13M
GWM
344
Geneos Wealth Management
Colorado
$1.13M
JSW
345
Journey Strategic Wealth
New Jersey
$1.12M
RBC
346
Rye Brook Capital
Connecticut
$1.12M
OFS
347
OneAscent Financial Services
Alabama
$1.11M
AFP
348
Ausdal Financial Partners
Iowa
$1.09M
WAM
349
WealthTrust Asset Management
Florida
$1.08M
FCM
350
Firsthand Capital Management
California
$1.08M