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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
CPBTD
401
Central Pacific Bank - Trust Division
Hawaii
$640K
QCM
402
QRG Capital Management
Illinois
$639K
PAMS
403
Pinpoint Asset Management (Singapore)
$633K
CFM
404
Catalyst Funds Management
Australia
$625K
Sumitomo Mitsui Trust Group
405
Sumitomo Mitsui Trust Group
Japan
$617K
CIC
406
Carnegie Investment Counsel
Ohio
$616K
SS
407
SBI Securities
Japan
$608K
GI
408
GAMMA Investing
California
$608K
American Century Companies
409
American Century Companies
Missouri
$602K
SCM
410
Shelton Capital Management
Colorado
$598K
Corient Private Wealth
411
Corient Private Wealth
Florida
$597K
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$589K
FDP
413
Financiere des Professionnels
Quebec, Canada
$587K
NWAG
414
Net Worth Advisory Group
Utah
$582K
GS
415
GTS Securities
New York
$578K
JEST
416
JTC Employer Solutions Trustee
Jersey
$572K
DC
417
Diametric Capital
Massachusetts
$570K
CTC
418
Cetera Trust Company
Minnesota
$567K
SCM
419
Sandler Capital Management
New York
$551K
LGF
420
LGT Group Foundation
Liechtenstein
$545K
PL
421
Parthenon LLC
Kentucky
$543K
MA
422
MYDA Advisors
New York
$539K
DAM
423
Deltec Asset Management
New York
$539K
APP
424
Avantax Planning Partners
Iowa
$517K
William Blair & Company
425
William Blair & Company
Illinois
$517K