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Coherent

899 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 248 increasing their positions, 289 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 57

111% more funds holding in top 10

Funds holding in top 10: 1838 (+20)

96% more capital invested

Capital invested by funds: $15.5B → $30.4B (+$14.9B)

37% more call options, than puts

Call options by funds: $956M | Put options by funds: $698M

28% more funds holding

Funds holding: 701899 (+198)

12.47% more ownership

Funds ownership: 92.45%104.92% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 289

Holders
899
Holders Change
+198
Holders Change %
+28.25%
% of All Funds
10.93%
Holding in Top 10
38
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+111.11%
% of All Funds
0.46%
New
271
Increased
248
Reduced
289
Closed
57
Calls
$956M
Puts
$698M
Net Calls
+$257M
Net Calls Change
+$305M
Name Holding Trade Value Shares
Change
Change in
Stake
AM
26
Atreides Management
Massachusetts
$228M +$48.1M +321,468 +35%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$221M -$70.4M -470,824 -28%
WRCM
28
Whale Rock Capital Management
Massachusetts
$202M +$95M +635,359 +138%
UBS Group
29
UBS Group
Switzerland
$201M -$47.8M -319,671 -23%
Bank of America
30
Bank of America
North Carolina
$194M +$25.5M +170,574 +19%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$193M +$4.58M +30,594 +3%
JP Morgan Chase
32
JP Morgan Chase
New York
$188M -$90.6M -605,735 -37%
SCM
33
Snyder Capital Management
California
$182M -$40M -267,690 -21%
Franklin Resources
34
Franklin Resources
California
$182M -$179K -1,197 -0.1%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$161M -$73.6M -491,957 -36%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$149M -$10.2M -68,495 -8%
AllianceBernstein
37
AllianceBernstein
Tennessee
$136M -$37.5M -250,657 -25%
Raymond James Financial
38
Raymond James Financial
Florida
$124M -$6.84M -45,755 -6%
Dodge & Cox
39
Dodge & Cox
California
$124M -$11.2M -75,024 -10%
Westfield Capital Management
40
Westfield Capital Management
Massachusetts
$123M -$121M -807,840 -55%
Artisan Partners
41
Artisan Partners
Wisconsin
$123M -$60.7M -405,580 -38%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$117M +$95M +635,263 New
Citigroup
43
Citigroup
New York
$113M +$48.3M +322,914 +111%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$113M +$15M +100,519 +20%
VNIM
45
Vaughan Nelson Investment Management
Texas
$112M -$137M -916,485 -60%
ClearBridge Investments
46
ClearBridge Investments
New York
$109M -$4.32M -28,896 -5%
DPL
47
Danica Pension Livsforsikrings
$105M +$26.9M +180,000 +46%
Amundi
48
Amundi
France
$104M +$84.4M +564,109 New
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$96.7M +$6.24M +41,690 +9%
NAMI
50
Nomura Asset Management International
Pennsylvania
$95M +$77M +514,451 New