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Coherent

695 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, 206 increasing their positions, 243 reducing their positions, and 78 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: 206 | Existing positions reduced: 243

Holders
695
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
AC
401
Avenir Corporation
Virginia
$658K
EP
402
Edgestream Partners
New Jersey
$658K
SSIM
403
Sheets Smith Investment Management
Texas
$656K
Los Angeles Capital Management
404
Los Angeles Capital Management
California
$647K
CPBTD
405
Central Pacific Bank - Trust Division
Hawaii
$640K
QCM
406
QRG Capital Management
Illinois
$639K
PAMS
407
Pinpoint Asset Management (Singapore)
$633K
CFM
408
Catalyst Funds Management
Australia
$625K
Sumitomo Mitsui Trust Group
409
Sumitomo Mitsui Trust Group
Japan
$617K
CIC
410
Carnegie Investment Counsel
Ohio
$616K
SS
411
SBI Securities
Japan
$608K
GI
412
GAMMA Investing
California
$608K
American Century Companies
413
American Century Companies
Missouri
$602K
SCM
414
Shelton Capital Management
Colorado
$598K
Corient Private Wealth
415
Corient Private Wealth
Florida
$597K
National Bank of Canada
416
National Bank of Canada
Quebec, Canada
$589K
FDP
417
Financiere des Professionnels
Quebec, Canada
$587K
NWAG
418
Net Worth Advisory Group
Utah
$582K
GS
419
GTS Securities
New York
$578K
JEST
420
JTC Employer Solutions Trustee
Jersey
$572K
DC
421
Diametric Capital
Massachusetts
$570K
CTC
422
Cetera Trust Company
Minnesota
$567K
SCM
423
Sandler Capital Management
New York
$551K
LGF
424
LGT Group Foundation
Liechtenstein
$545K
PL
425
Parthenon LLC
Kentucky
$543K