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Coherent

640 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 268 increasing their positions, 156 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 576640 (+64)

2.45% more ownership

Funds ownership: 90.72%93.18% (+2.5%)

2% more call options, than puts

Call options by funds: $365M | Put options by funds: $359M

Holders
640
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$365M
Puts
$359M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LGF
401
LGT Group Foundation
Liechtenstein
$424K
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$424K
FFM
403
Forum Financial Management
Illinois
$418K
DWP
404
Daymark Wealth Partners
Ohio
$417K
DTL
405
Dynamic Technology Lab
Singapore
$411K
WWM
406
Western Wealth Management
Colorado
$411K
OAM
407
Oppenheimer Asset Management
New York
$406K
JCM
408
Janney Capital Management
Pennsylvania
$403K
MWM
409
Mission Wealth Management
California
$402K
SWP
410
Stratos Wealth Partners
Ohio
$400K
AAS
411
Avantax Advisory Services
Texas
$400K
HIG
412
Heritage Investment Group
Florida
$387K
FTWA
413
Fifth Third Wealth Advisors
Ohio
$386K
BCM
414
Berbice Capital Management
New York
$379K
CT
415
Chicago Trust
Illinois
$379K
GSIS
416
Global Strategic Investment Solutions
Arizona
$378K
WS
417
Wedbush Securities
California
$378K
KBC Group
418
KBC Group
Belgium
$376K
Pacer Advisors
419
Pacer Advisors
Pennsylvania
$370K
AC
420
Aristeia Capital
Connecticut
$363K
WPC
421
White Pine Capital
Minnesota
$359K
SLAML
422
Swiss Life Asset Management Ltd
$358K
GCP
423
GSA Capital Partners
United Kingdom
$358K
Corient Private Wealth
424
Corient Private Wealth
Florida
$350K
EWS
425
Eagle Wealth Strategies
New Jersey
$348K