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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 %
PCS
426
Personal CFO Solutions
New Jersey
$337K +$337K +3,778 New
MWM
427
Mindset Wealth Management
Indiana
$336K +$336K +3,764 New
M1FG
428
Mach-1 Financial Group
Arkansas
$336K -$76.1K -853 -18%
GSIAS
429
Garden State Investment Advisory Services
New Jersey
$335K +$6.78K +76 +2%
AWM
430
Avior Wealth Management
Nebraska
$332K +$332K +3,725 New
AFG
431
Atomi Financial Group
New York
$331K -$105K -1,174 -24%
MYAM
432
Meiji Yasuda Asset Management
Japan
$331K – – –
MFG
433
Merit Financial Group
Georgia
$330K +$330K +3,696 New
LFG
434
Larson Financial Group
Missouri
$329K +$31.2K +350 +11%
PWMAG
435
Pinnacle Wealth Management Advisory Group
New Jersey
$328K +$42.4K +475 +15%
WPC
436
Wedmont Private Capital
Pennsylvania
$327K +$327K +3,583 New
VNA
437
Valley National Advisers
Pennsylvania
$326K – – –
TYCC
438
Texas Yale Capital Corp
Florida
$323K – – –
OIA
439
OneDigital Investment Advisors
Kansas
$322K -$21.7K -243 -6%
PA
440
Profund Advisors
Maryland
$321K -$16.6K -186 -5%
PAM
441
Panagora Asset Management
Massachusetts
$319K +$319K +3,581 New
UCFA
442
United Capital Financial Advisors
Texas
$316K +$26K +291 +9%
Canada Pension Plan Investment Board
443
Canada Pension Plan Investment Board
Ontario, Canada
$312K +$178K +2,000 +133%
Focus Partners Wealth
444
Focus Partners Wealth
Massachusetts
$312K +$312K +3,499 New
SS
445
SBI Securities
Japan
$309K -$12.4K -139 -4%
BWG
446
Balanced Wealth Group
Ohio
$301K +$301K +2,799 New
NEI
447
Northwest & Ethical Investments
Ontario, Canada
$297K +$297K +3,400 New
BWA
448
BlueChip Wealth Advisors
Georgia
$294K +$294K +3,300 New
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$291K +$291K +3,264 New
FCM
450
Fieldview Capital Management
Michigan
$291K -$12.8K -144 -4%
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