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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
CAM
376
Carret Asset Management
New York
$305K
FFM
377
Forum Financial Management
Illinois
$304K
M1FG
378
Mach-1 Financial Group
Arkansas
$300K
WWM
379
Western Wealth Management
Colorado
$299K
MF
380
Magnetar Financial
Illinois
$296K
SWP
381
Stratos Wealth Partners
Ohio
$295K
SG Americas Securities
382
SG Americas Securities
New York
$294K
MWM
383
Mission Wealth Management
California
$292K
CIC
384
Carnegie Investment Counsel
Ohio
$289K
WS
385
Wedbush Securities
California
$288K
LAM
386
LECAP Asset Management
United Kingdom
$283K
HIG
387
Heritage Investment Group
Florida
$282K
Arrowstreet Capital
388
Arrowstreet Capital
Massachusetts
$282K
FTWA
389
Fifth Third Wealth Advisors
Ohio
$280K
GSIS
390
Global Strategic Investment Solutions
Arizona
$280K
OAM
391
Oppenheimer Asset Management
New York
$275K
AAS
392
Avantax Advisory Services
Texas
$272K
GT
393
Glenmede Trust
Pennsylvania
$271K
Envestnet Portfolio Solutions
394
Envestnet Portfolio Solutions
Illinois
$270K
BCM
395
Berbice Capital Management
New York
$270K
HSA
396
HBK Sorce Advisory
Pennsylvania
$266K
CAWM
397
Capital A Wealth Management
Pennsylvania
$263K
WC
398
Wexford Capital
Florida
$259K
FCBT
399
First Citizens Bank & Trust
North Carolina
$256K
EWS
400
Eagle Wealth Strategies
New Jersey
$253K