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Coherent

692 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, 206 increasing their positions, 242 reducing their positions, and 77 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: 206 | Existing positions reduced: 242

Holders
692
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
CCM
451
Coldstream Capital Management
Washington
$435K
AUB
452
Atlantic Union Bankshares
Virginia
$434K
WS
453
Wedbush Securities
California
$433K
DTL
454
Dynamic Technology Lab
Singapore
$432K
VNA
455
Valley National Advisers
Pennsylvania
$426K
WPC
456
Wedmont Private Capital
Pennsylvania
$426K
EWS
457
Eagle Wealth Strategies
New Jersey
$420K
AFG
458
Atomi Financial Group
New York
$418K
Jones Financial Companies
459
Jones Financial Companies
Missouri
$418K
MG
460
Marex Group
$418K
TAM
461
Tocqueville Asset Management
New York
$413K
BIG
462
Brookwood Investment Group
Arizona
$411K
SI
463
Stephens Inc
Arkansas
$410K
WA
464
WealthTrust Axiom
Pennsylvania
$406K
LFG
465
Larson Financial Group
Missouri
$400K
GSIAS
466
Garden State Investment Advisory Services
New Jersey
$399K
NICM
467
Neo Ivy Capital Management
New York
$398K
PWMAG
468
Pinnacle Wealth Management Advisory Group
New Jersey
$396K
PA
469
Profund Advisors
Maryland
$391K
TYCC
470
Texas Yale Capital Corp
Florida
$390K
MYAM
471
Meiji Yasuda Asset Management
Japan
$389K
AWA
472
Alta Wealth Advisors
Massachusetts
$387K
ECM
473
Evergreen Capital Management
Washington
$386K
OIA
474
OneDigital Investment Advisors
Kansas
$386K
PAM
475
Panagora Asset Management
Massachusetts
$386K