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Coherent

645 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 271 increasing their positions, 156 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 74

74% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 156

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

38% more capital invested

Capital invested by funds: $9.35B → $12.9B (+$3.57B)

11% more funds holding

Funds holding: 581645 (+64)

1.22% more ownership

Funds ownership: 91.94%93.16% (+1.2%)

1% more call options, than puts

Call options by funds: $365M | Put options by funds: $361M

Holders
645
Holders Change
+64
Holders Change %
+11.02%
% of All Funds
8.49%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.26%
New
142
Increased
271
Reduced
156
Closed
74
Calls
$365M
Puts
$361M
Net Calls
+$3.96M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
451
Balanced Wealth Group
Ohio
$301K +$201K +2,799 New
NEI
452
Northwest & Ethical Investments
Ontario, Canada
$297K +$245K +3,400 New
BWA
453
BlueChip Wealth Advisors
Georgia
$294K +$237K +3,300 New
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$291K +$235K +3,264 New
FCM
455
Fieldview Capital Management
Michigan
$291K -$10.4K -144 -4%
CC
456
Chicago Capital
Illinois
$288K
PWPS
457
Pinnacle Wealth Planning Services
Ohio
$286K +$231K +3,206 New
VEA
458
Virtus ETF Advisers
New York
$281K
SAM
459
Shell Asset Management
Netherlands
$280K -$44.9K -624 -17%
PCM
460
Princeton Capital Management
New Jersey
$279K +$225K +3,129 New
RSC
461
Red Spruce Capital
Pennsylvania
$278K
Jones Financial Companies
462
Jones Financial Companies
Missouri
$275K +$72.5K +1,008 +47%
LWM
463
Lyell Wealth Management
California
$268K +$216K +3,000 New
TC
464
Trilogy Capital
California
$268K +$216K +3,000 New
UM
465
Ulysses Management
New York
$268K +$216K +3,000 New
Capstone Investment Advisors
466
Capstone Investment Advisors
New York
$267K +$215K +2,991 New
PCM
467
Parsons Capital Management
Rhode Island
$265K +$214K +2,975 New
HBS
468
Howard Bailey Securities
Indiana
$265K -$39.9K -555 -16%
OIA
469
Optimum Investment Advisors
Illinois
$262K +$41.4K +575 +24%
EH
470
Equitable Holdings
New York
$261K +$211K +2,929 New
HA
471
Herold Advisors
New York
$255K +$206K +2,858 New
CA
472
Clearstead Advisors
Ohio
$253K +$199K +2,763 +3,838%
WMA
473
West Michigan Advisors
Michigan
$251K +$203K +2,815 New
CM
474
Caption Management
Oklahoma
$250K +$202K +2,800 New
MMM
475
Mendel Money Management
Illinois
$248K +$200K +2,775 New

COHR Hedge Fund Activity: Q2 2025 in Review

645 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q2 2025, worth a combined $12.9B — up 38% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new COHR positions and 74 closed out — a net gain of 68 holders — while 271 added to existing stakes and 156 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $101M. The largest seller was Dodge & Cox, cutting an estimated $339M.

  • 645 institutional investors held Coherent (COHR) as of Q2 2025, up from 581 in Q1 2025.
  • Funds reported $12.9B of Coherent stock for Q2 2025, up 38% quarter-over-quarter.
  • 142 funds opened new Coherent positions in Q2 2025 and 74 closed out, a net change of +68 holders.
  • The largest Coherent buyer in Q2 2025 was Vaughan Nelson Investment Management, an estimated $101M added.
  • The largest Coherent seller in Q2 2025 was Dodge & Cox, an estimated $339M sold.

Based on aggregated 13F filings for Q2 2025.