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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
BWA
451
BlueChip Wealth Advisors
Georgia
$294K
LNWWM
452
Laird Norton Wetherby Wealth Management
California
$291K
FCM
453
Fieldview Capital Management
Michigan
$291K
CC
454
Chicago Capital
Illinois
$288K
PWPS
455
Pinnacle Wealth Planning Services
Ohio
$286K
SAM
456
Shell Asset Management
Netherlands
$280K
PCM
457
Princeton Capital Management
New Jersey
$279K
RSC
458
Red Spruce Capital
Pennsylvania
$278K
Jones Financial Companies
459
Jones Financial Companies
Missouri
$275K
UM
460
Ulysses Management
New York
$268K
LWM
461
Lyell Wealth Management
California
$268K
TC
462
Trilogy Capital
California
$268K
Capstone Investment Advisors
463
Capstone Investment Advisors
New York
$267K
PCM
464
Parsons Capital Management
Rhode Island
$265K
OIA
465
Optimum Investment Advisors
Illinois
$262K
EH
466
Equitable Holdings
New York
$261K
HA
467
Herold Advisors
New York
$255K
CA
468
Clearstead Advisors
Ohio
$253K
WMA
469
West Michigan Advisors
Michigan
$251K
CM
470
Caption Management
Oklahoma
$250K
MMM
471
Mendel Money Management
Illinois
$248K
MAS
472
Meeder Advisory Services
Ohio
$246K
CAM
473
Claret Asset Management
Quebec, Canada
$245K
HBS
474
Howard Bailey Securities
Indiana
$245K
Rafferty Asset Management
475
Rafferty Asset Management
New York
$242K