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Coherent

688 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, 204 increasing their positions, 241 reducing their positions, and 77 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: 204 | Existing positions reduced: 241

Holders
688
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
CIBC Asset Management
426
CIBC Asset Management
Ontario, Canada
$512K
VI
427
Versor Investments
New York
$508K
BC
428
Bridgefront Capital
Texas
$507K
HVCM
429
Hel Ved Capital Management
Hong Kong
$506K
FFM
430
Forum Financial Management
Illinois
$505K
DWP
431
Daymark Wealth Partners
Ohio
$500K
WWM
432
Western Wealth Management
Colorado
$498K
MWM
433
Mission Wealth Management
California
$487K
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$486K
AWM
435
Avior Wealth Management
Nebraska
$483K
PAS
436
Park Avenue Securities
New York
$481K
Bank of Nova Scotia
437
Bank of Nova Scotia
Ontario, Canada
$479K
FTWA
438
Fifth Third Wealth Advisors
Ohio
$479K
JCM
439
Janney Capital Management
Pennsylvania
$476K
HIG
440
Heritage Investment Group
Florida
$468K
BCM
441
Berbice Capital Management
New York
$463K
CT
442
Chicago Trust
Illinois
$457K
GSIS
443
Global Strategic Investment Solutions
Arizona
$457K
MWM
444
Mindset Wealth Management
Indiana
$456K
Cerity Partners
445
Cerity Partners
New York
$448K
BIG
446
Brooklyn Investment Group
New York
$447K
WPC
447
White Pine Capital
Minnesota
$442K
CCM
448
Coldstream Capital Management
Washington
$435K
AUB
449
Atlantic Union Bankshares
Virginia
$434K
WS
450
Wedbush Securities
California
$433K