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Coherent

629 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 45

50% more call options, than puts

Call options by funds: $392M | Put options by funds: $261M

18% more funds holding

Funds holding: 531629 (+98)

7% more capital invested

Capital invested by funds: $12.6B → $13.5B (+$907M)

0.53% less ownership

Funds ownership: 92.72%92.19% (-0.53%)

20% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 216

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
629
Holders Change
+98
Holders Change %
+18.46%
% of All Funds
8.28%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
154
Increased
172
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
476
Bangor Savings Bank
Maine
$236K -$16.4K -164 -6%
CA
477
Clearstead Advisors
Ohio
$234K +$7.2K +72 +3%
FWM
478
Forza Wealth Management
Florida
$233K +$19.8K +198 +9%
LSA
479
Leonteq Securities AG
Switzerland
$230K +$154K +1,535 +172%
EWA
480
EP Wealth Advisors
California
$227K +$800 +8 +0.3%
WWM
481
Whalen Wealth Management
Nevada
$227K -$541K -5,410 -69%
SRC
482
Sage Rhino Capital
California
$226K +$3.3K +33 +1%
CIAM
483
Caitong International Asset Management
Hong Kong
$223K +$236K +2,355 New
JFG
484
Jefferies Financial Group
New York
$220K -$137K -1,374 -37%
AC
485
AXQ Capital
New Jersey
$218K +$230K +2,299 New
CF
486
Centaurus Financial
California
$217K +$77.2K +772 +51%
MFAM
487
Motley Fool Asset Management
Virginia
$216K +$228K +2,278 New
AAS
488
Avantax Advisory Services
Texas
$215K +$227K +2,269 New
AAM
489
Advisors Asset Management
Colorado
$214K +$8.9K +89 +4%
SLAM
490
Swiss Life Asset Management
$213K +$226K +2,256 New
FFA
491
Farther Finance Advisors
California
$212K +$400 +4 +0.2%
NFC
492
Northeast Financial Consultants
Connecticut
$208K +$220K +2,200 New
S
493
SignatureFD
Georgia
$207K +$17.4K +174 +9%
PFG
494
Prosperity Financial Group
California
$207K +$219K +2,184 New
SWM
495
SeaCrest Wealth Management
New York
$202K +$214K +2,135 New
Lido Advisors
496
Lido Advisors
California
$201K +$213K +2,126 New
Fifth Third Bancorp
497
Fifth Third Bancorp
Ohio
$194K -$43.5K -435 -18%
ACM
498
Adalta Capital Management
New York
$189K
GRP
499
Global Retirement Partners
California
$183K +$36.5K +365 +23%
NFSG
500
Newbridge Financial Services Group
Florida
$176K -$4K -40 -2%

COHR Hedge Fund Activity: Q4 2024 in Review

629 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2024, worth a combined $13.5B — up 7.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new COHR positions and 45 closed out — a net gain of 109 holders — while 172 added to existing stakes and 216 trimmed.

The largest buyer was BlackRock, adding an estimated $351M. The largest seller was Wellington Management Group, cutting an estimated $213M.

  • 629 institutional investors held Coherent (COHR) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $13.5B of Coherent stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 154 funds opened new Coherent positions in Q4 2024 and 45 closed out, a net change of +109 holders.
  • The largest Coherent buyer in Q4 2024 was BlackRock, an estimated $351M added.
  • The largest Coherent seller in Q4 2024 was Wellington Management Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.