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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 %
FFM
401
Forum Financial Management
Illinois
$418K – – –
DWP
402
Daymark Wealth Partners
Ohio
$417K -$31.8K -356 -7%
DTL
403
Dynamic Technology Lab
Singapore
$411K +$411K +4,610 New
WWM
404
Western Wealth Management
Colorado
$411K – – –
OAM
405
Oppenheimer Asset Management
New York
$406K +$27.2K +305 +7%
JCM
406
Janney Capital Management
Pennsylvania
$403K -$43.7K -490 -10%
MWM
407
Mission Wealth Management
California
$402K +$268 +3 +0.1%
SWP
408
Stratos Wealth Partners
Ohio
$400K -$5.35K -60 -1%
AAS
409
Avantax Advisory Services
Texas
$400K +$26K +292 +7%
HIG
410
Heritage Investment Group
Florida
$387K – – –
FTWA
411
Fifth Third Wealth Advisors
Ohio
$386K +$1.43K +16 +0.4%
BCM
412
Berbice Capital Management
New York
$379K +$8.92K +100 +2%
CT
413
Chicago Trust
Illinois
$379K +$379K +4,243 New
GSIS
414
Global Strategic Investment Solutions
Arizona
$378K -$6.42K -72 -2%
WS
415
Wedbush Securities
California
$378K -$17.3K -194 -4%
KBC Group
416
KBC Group
Belgium
$376K -$224K -2,509 -37%
Pacer Advisors
417
Pacer Advisors
Pennsylvania
$370K -$241K -2,698 -39%
AC
418
Aristeia Capital
Connecticut
$363K -$266K -2,986 -42%
WPC
419
White Pine Capital
Minnesota
$359K +$78.5K +880 +28%
GCP
420
GSA Capital Partners
United Kingdom
$358K +$358K +4,014 New
Corient Private Wealth
421
Corient Private Wealth
Florida
$350K -$493K -5,523 -58%
EWS
422
Eagle Wealth Strategies
New Jersey
$348K – – –
CCM
423
Coldstream Capital Management
Washington
$344K +$46.7K +523 +16%
TRCT
424
Tower Research Capital (TRC)
New York
$342K -$535K -5,995 -61%
TAM
425
Tocqueville Asset Management
New York
$342K – – –
15 16
17
18 19