COHR icon

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 %
CC
451
Chicago Capital
Illinois
$288K – – –
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$286K +$286K +3,206 New
SAM
453
Shell Asset Management
Netherlands
$280K -$55.6K -624 -17%
PCM
454
Princeton Capital Management
New Jersey
$279K +$279K +3,129 New
RSC
455
Red Spruce Capital
Pennsylvania
$278K – – –
Jones Financial Companies
456
Jones Financial Companies
Missouri
$275K +$87.9K +1,008 +47%
UM
457
Ulysses Management
New York
$268K +$268K +3,000 New
LWM
458
Lyell Wealth Management
California
$268K +$268K +3,000 New
TC
459
Trilogy Capital
California
$268K +$268K +3,000 New
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$267K +$267K +2,991 New
PCM
461
Parsons Capital Management
Rhode Island
$265K +$265K +2,975 New
OIA
462
Optimum Investment Advisors
Illinois
$262K +$51.3K +575 +24%
EH
463
Equitable Holdings
New York
$261K +$261K +2,929 New
HA
464
Herold Advisors
New York
$255K +$255K +2,858 New
CA
465
Clearstead Advisors
Ohio
$253K +$246K +2,763 +3,838%
WMA
466
West Michigan Advisors
Michigan
$251K +$251K +2,815 New
CM
467
Caption Management
Oklahoma
$250K +$250K +2,800 New
MMM
468
Mendel Money Management
Illinois
$248K +$248K +2,775 New
MAS
469
Meeder Advisory Services
Ohio
$246K +$246K +2,756 New
CAM
470
Claret Asset Management
Quebec, Canada
$245K +$245K +2,749 New
HBS
471
Howard Bailey Securities
Indiana
$245K -$49.5K -555 -17%
Rafferty Asset Management
472
Rafferty Asset Management
New York
$242K +$242K +2,712 New
NFC
473
Northeast Financial Consultants
Connecticut
$241K +$241K +2,700 New
LIP
474
Lighthouse Investment Partners
Florida
$241K +$241K +2,700 New
AF
475
Atala Financial
California
$238K – – –
17 18
19
20 21