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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
Cerity Partners
451
Cerity Partners
New York
$448K
BIG
452
Brooklyn Investment Group
New York
$447K
WPC
453
White Pine Capital
Minnesota
$442K
SA
454
Sanctuary Advisors
Indiana
$436K
CCM
455
Coldstream Capital Management
Washington
$435K
AUB
456
Atlantic Union Bankshares
Virginia
$434K
WS
457
Wedbush Securities
California
$433K
DTL
458
Dynamic Technology Lab
Singapore
$432K
VNA
459
Valley National Advisers
Pennsylvania
$426K
WPC
460
Wedmont Private Capital
Pennsylvania
$426K
EWS
461
Eagle Wealth Strategies
New Jersey
$420K
AFG
462
Atomi Financial Group
New York
$418K
Jones Financial Companies
463
Jones Financial Companies
Missouri
$418K
MG
464
Marex Group
$418K
AG
465
AIA Group
Hong Kong
$416K
TAM
466
Tocqueville Asset Management
New York
$413K
BIG
467
Brookwood Investment Group
Arizona
$411K
SI
468
Stephens Inc
Arkansas
$410K
WA
469
WealthTrust Axiom
Pennsylvania
$406K
LFG
470
Larson Financial Group
Missouri
$400K
GSIAS
471
Garden State Investment Advisory Services
New Jersey
$399K
NICM
472
Neo Ivy Capital Management
New York
$398K
PWMAG
473
Pinnacle Wealth Management Advisory Group
New Jersey
$396K
PA
474
Profund Advisors
Maryland
$391K
TYCC
475
Texas Yale Capital Corp
Florida
$390K