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Coherent

695 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, 243 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: 206 | Existing positions reduced: 243

Holders
695
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
WPC
451
White Pine Capital
Minnesota
$442K
SA
452
Sanctuary Advisors
Indiana
$436K
CCM
453
Coldstream Capital Management
Washington
$435K
AUB
454
Atlantic Union Bankshares
Virginia
$434K
WS
455
Wedbush Securities
California
$433K
DTL
456
Dynamic Technology Lab
Singapore
$432K
VNA
457
Valley National Advisers
Pennsylvania
$426K
WPC
458
Wedmont Private Capital
Pennsylvania
$426K
EWS
459
Eagle Wealth Strategies
New Jersey
$420K
AFG
460
Atomi Financial Group
New York
$418K
Jones Financial Companies
461
Jones Financial Companies
Missouri
$418K
MG
462
Marex Group
$418K
AG
463
AIA Group
Hong Kong
$416K
TAM
464
Tocqueville Asset Management
New York
$413K
BIG
465
Brookwood Investment Group
Arizona
$411K
SI
466
Stephens Inc
Arkansas
$410K
WA
467
WealthTrust Axiom
Pennsylvania
$406K
LFG
468
Larson Financial Group
Missouri
$400K
GSIAS
469
Garden State Investment Advisory Services
New Jersey
$399K
NICM
470
Neo Ivy Capital Management
New York
$398K
PWMAG
471
Pinnacle Wealth Management Advisory Group
New Jersey
$396K
PA
472
Profund Advisors
Maryland
$391K
TYCC
473
Texas Yale Capital Corp
Florida
$390K
MYAM
474
Meiji Yasuda Asset Management
Japan
$389K
AWA
475
Alta Wealth Advisors
Massachusetts
$387K