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Coherent

892 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 248 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

27% more funds holding

Funds holding: 700892 (+192)

12.5% more ownership

Funds ownership: 92.41%104.91% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$956M
Puts
$698M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
401
Ausdal Financial Partners
Iowa
$1.82M
SOW
402
State of Wyoming
Wyoming
$1.81M
FC
403
FORA Capital
Florida
$1.81M
SI
404
Symmetry Investments
Jersey
$1.79M
TL
405
Tradewinds LLC
North Carolina
$1.76M
WAM
406
WealthTrust Asset Management
Florida
$1.76M
IWM
407
IHT Wealth Management
Illinois
$1.73M
P8IP
408
Pier 88 Investment Partners
California
$1.71M
Mackenzie Financial
409
Mackenzie Financial
Ontario, Canada
$1.69M
IA
410
IFP Advisors
Florida
$1.69M
SRA
411
Secured Retirement Advisors
Minnesota
$1.69M
ADL
412
Asset Dedication LLC
California
$1.66M
RFM
413
Royal Fund Management
Florida
$1.66M
KFS
414
Keynote Financial Services
Connecticut
$1.66M
EAM
415
Eventide Asset Management
Massachusetts
$1.65M
KFAS
416
Keating Financial Advisory Services
Kansas
$1.65M
GXJ
417
Global X Japan
Japan
$1.63M
RBC
418
Rye Brook Capital
Connecticut
$1.62M
DC
419
Diametric Capital
Massachusetts
$1.62M
VCM
420
Virtue Capital Management
Tennessee
$1.58M
FFL
421
Future Fund LLC
Illinois
$1.56M
Ensign Peak Advisors
422
Ensign Peak Advisors
Utah
$1.56M
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$1.54M
URS
424
Utah Retirement Systems
Utah
$1.52M
SLAM
425
Swiss Life Asset Management
$1.51M