COHR icon

Coherent

625 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 170 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+96
Holders Change %
+18.15%
% of All Funds
8.32%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
152
Increased
170
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
476
Forza Wealth Management
Florida
$233K +$18.8K +198 +9%
EWA
477
EP Wealth Advisors
California
$227K +$758 +8 +0.3%
WWM
478
Whalen Wealth Management
Nevada
$227K -$512K -5,410 -69%
SRC
479
Sage Rhino Capital
California
$226K +$3.13K +33 +1%
CIAM
480
Caitong International Asset Management
Hong Kong
$223K +$223K +2,355 New
JFG
481
Jefferies Financial Group
New York
$220K -$130K -1,374 -37%
AC
482
AXQ Capital
New Jersey
$218K +$218K +2,299 New
CF
483
Centaurus Financial
California
$217K +$73.3K +772 +51%
MFAM
484
Motley Fool Asset Management
Virginia
$216K +$216K +2,278 New
AAS
485
Avantax Advisory Services
Texas
$215K +$215K +2,269 New
AAM
486
Advisors Asset Management
Colorado
$214K +$8.43K +89 +4%
FFA
487
Farther Finance Advisors
California
$212K +$379 +4 +0.2%
NFC
488
Northeast Financial Consultants
Connecticut
$208K +$208K +2,200 New
S
489
SignatureFD
Georgia
$207K +$16.5K +174 +9%
PFG
490
Prosperity Financial Group
California
$207K +$207K +2,184 New
SWM
491
SeaCrest Wealth Management
New York
$202K +$202K +2,135 New
Lido Advisors
492
Lido Advisors
California
$201K +$201K +2,126 New
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$194K -$41.2K -435 -18%
ACM
494
Adalta Capital Management
New York
$189K
GRP
495
Global Retirement Partners
California
$183K +$34.6K +365 +23%
NFSG
496
Newbridge Financial Services Group
Florida
$176K -$3.79K -40 -2%
C
497
Covestor
United Kingdom
$176K +$145K +1,517 +460%
1IA
498
1620 Investment Advisors
Massachusetts
$164K +$164K +1,733 New
Bessemer Group
499
Bessemer Group
New Jersey
$153K +$140K +1,479 +1,096%
GCS
500
Gordian Capital (Singapore)
Singapore
$152K +$152K +1,600 New