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Coherent
COHR

Overview Fund Activity

638 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 267 increasing their positions, 156 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+62
Holders Change %
+10.76%
% of All Funds
8.55%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
140
Increased
267
Reduced
156
Closed
72
Calls
$365M
Puts
$359M
Net Calls
+$5.78M
Net Calls Change
-$135M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$125M
2
Ameriprise
Ameriprise
Minnesota
+$124M
3
Citadel Advisors
Citadel Advisors
Florida
+$114M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90M
5
Franklin Resources
Franklin Resources
California
+$85.6M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
BlackRock
BlackRock
New York
-$226M
3
Invesco
Invesco
Georgia
-$183M
4
Artisan Partners
Artisan Partners
Wisconsin
-$102M
5
DFO
Duquesne Family Office
New York
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PD
376
Point72 (DIFC)
United Arab Emirates
$525K +$525K +5,887 New
MYIA
377
Mount Yale Investment Advisors
Colorado
$524K +$524K +5,875 New
BIG
378
Brookwood Investment Group
Arizona
$519K -$4.01K -45 -0.8%
CFM
379
Catalyst Funds Management
Australia
$517K -$1.98M -22,250 -79%
Cerity Partners
380
Cerity Partners
New York
$511K +$3.66K +41 +0.7%
OFS
381
OneAscent Financial Services
Alabama
$503K +$503K +5,639 New
FIA
382
FNY Investment Advisers
New York
$501K +$174K +1,949 +53%
SCM
383
Shelton Capital Management
Colorado
$495K -$11.1K -124 -2%
Lido Advisors
384
Lido Advisors
California
$488K +$4.02K +45 +0.8%
CIC
385
Carnegie Investment Counsel
Ohio
$488K -$89 -1 -0%
CRI
386
Colonial River Investments
Virginia
$481K +$481K +5,135 New
JEST
387
JTC Employer Solutions Trustee
Jersey
$474K -$2.17M -24,320 -82%
NL
388
NKCFO LLC
Illinois
$473K -$17.8K -200 -4%
CTC
389
Cetera Trust Company
Minnesota
$469K +$26.8K +300 +6%
GI
390
GAMMA Investing
California
$465K +$149K +1,670 +47%
PL
391
Parthenon LLC
Kentucky
$455K – – –
BIG
392
Brooklyn Investment Group
New York
$453K +$422K +4,735 +1,397%
CIM
393
CIM Investment Management
Pennsylvania
$452K +$452K +4,910 New
AWM
394
Axxcess Wealth Management
California
$445K +$445K +4,993 New
Osaic Holdings
395
Osaic Holdings
Arizona
$434K -$532K -5,727 -55%
CAM
396
Carret Asset Management
New York
$434K +$14.3K +160 +3%
APP
397
Avantax Planning Partners
Iowa
$428K – – –
William Blair & Company
398
William Blair & Company
Illinois
$426K +$2.14K +24 +0.5%
LGF
399
LGT Group Foundation
Liechtenstein
$424K – – –
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$424K – – –
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16
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