COHR icon

Coherent

640 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 268 increasing their positions, 156 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: 576640 (+64)

2.45% more ownership

Funds ownership: 90.72%93.18% (+2.5%)

2% more call options, than puts

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

Holders
640
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
CCM
426
Coldstream Capital Management
Washington
$344K
TRCT
427
Tower Research Capital (TRC)
New York
$342K
TAM
428
Tocqueville Asset Management
New York
$342K
PCS
429
Personal CFO Solutions
New Jersey
$337K
MWM
430
Mindset Wealth Management
Indiana
$336K
M1FG
431
Mach-1 Financial Group
Arkansas
$336K
GSIAS
432
Garden State Investment Advisory Services
New Jersey
$335K
AWM
433
Avior Wealth Management
Nebraska
$332K
AFG
434
Atomi Financial Group
New York
$331K
MYAM
435
Meiji Yasuda Asset Management
Japan
$331K
MFG
436
Merit Financial Group
Georgia
$330K
LFG
437
Larson Financial Group
Missouri
$329K
PWMAG
438
Pinnacle Wealth Management Advisory Group
New Jersey
$328K
WPC
439
Wedmont Private Capital
Pennsylvania
$327K
VNA
440
Valley National Advisers
Pennsylvania
$326K
TYCC
441
Texas Yale Capital Corp
Florida
$323K
OIA
442
OneDigital Investment Advisors
Kansas
$322K
PA
443
Profund Advisors
Maryland
$321K
PAM
444
Panagora Asset Management
Massachusetts
$319K
UCFA
445
United Capital Financial Advisors
Texas
$316K
Canada Pension Plan Investment Board
446
Canada Pension Plan Investment Board
Ontario, Canada
$312K
Focus Partners Wealth
447
Focus Partners Wealth
Massachusetts
$312K
SS
448
SBI Securities
Japan
$309K
BWG
449
Balanced Wealth Group
Ohio
$301K
NEI
450
Northwest & Ethical Investments
Ontario, Canada
$297K