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Coherent

639 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, 157 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: 576639 (+63)

2.43% more ownership

Funds ownership: 90.72%93.15% (+2.4%)

2% more call options, than puts

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

Holders
639
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
CIBC Asset Management
401
CIBC Asset Management
Ontario, Canada
$424K
FFM
402
Forum Financial Management
Illinois
$418K
DWP
403
Daymark Wealth Partners
Ohio
$417K
DTL
404
Dynamic Technology Lab
Singapore
$411K
WWM
405
Western Wealth Management
Colorado
$411K
OAM
406
Oppenheimer Asset Management
New York
$406K
JCM
407
Janney Capital Management
Pennsylvania
$403K
MWM
408
Mission Wealth Management
California
$402K
SWP
409
Stratos Wealth Partners
Ohio
$400K
AAS
410
Avantax Advisory Services
Texas
$400K
HIG
411
Heritage Investment Group
Florida
$387K
FTWA
412
Fifth Third Wealth Advisors
Ohio
$386K
BCM
413
Berbice Capital Management
New York
$379K
CT
414
Chicago Trust
Illinois
$379K
GSIS
415
Global Strategic Investment Solutions
Arizona
$378K
WS
416
Wedbush Securities
California
$378K
KBC Group
417
KBC Group
Belgium
$376K
Pacer Advisors
418
Pacer Advisors
Pennsylvania
$370K
AC
419
Aristeia Capital
Connecticut
$363K
WPC
420
White Pine Capital
Minnesota
$359K
GCP
421
GSA Capital Partners
United Kingdom
$358K
Corient Private Wealth
422
Corient Private Wealth
Florida
$350K
EWS
423
Eagle Wealth Strategies
New Jersey
$348K
CCM
424
Coldstream Capital Management
Washington
$344K
TRCT
425
Tower Research Capital (TRC)
New York
$342K