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Coherent

701 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, 208 increasing their positions, 244 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: 208 | Existing positions reduced: 244

Holders
701
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
PL
426
Parthenon LLC
Kentucky
$543K
MA
427
MYDA Advisors
New York
$539K
DAM
428
Deltec Asset Management
New York
$539K
APP
429
Avantax Planning Partners
Iowa
$517K
William Blair & Company
430
William Blair & Company
Illinois
$517K
CIBC Asset Management
431
CIBC Asset Management
Ontario, Canada
$512K
VI
432
Versor Investments
New York
$508K
BC
433
Bridgefront Capital
Texas
$507K
HVCM
434
Hel Ved Capital Management
Hong Kong
$506K
FFM
435
Forum Financial Management
Illinois
$505K
DWP
436
Daymark Wealth Partners
Ohio
$500K
WWM
437
Western Wealth Management
Colorado
$498K
MWM
438
Mission Wealth Management
California
$487K
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$486K
AWM
440
Avior Wealth Management
Nebraska
$483K
PAS
441
Park Avenue Securities
New York
$481K
Bank of Nova Scotia
442
Bank of Nova Scotia
Ontario, Canada
$479K
FTWA
443
Fifth Third Wealth Advisors
Ohio
$479K
JCM
444
Janney Capital Management
Pennsylvania
$476K
HIG
445
Heritage Investment Group
Florida
$468K
BCM
446
Berbice Capital Management
New York
$463K
CT
447
Chicago Trust
Illinois
$457K
GSIS
448
Global Strategic Investment Solutions
Arizona
$457K
MWM
449
Mindset Wealth Management
Indiana
$456K
KBC Group
450
KBC Group
Belgium
$454K