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Coherent
COHR

Overview Fund Activity

638 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 267 increasing their positions, 156 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+62
Holders Change %
+10.76%
% of All Funds
8.55%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
140
Increased
267
Reduced
156
Closed
72
Calls
$365M
Puts
$359M
Net Calls
+$5.78M
Net Calls Change
-$135M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$125M
2
Ameriprise
Ameriprise
Minnesota
+$124M
3
Citadel Advisors
Citadel Advisors
Florida
+$114M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90M
5
Franklin Resources
Franklin Resources
California
+$85.6M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
BlackRock
BlackRock
New York
-$226M
3
Invesco
Invesco
Georgia
-$183M
4
Artisan Partners
Artisan Partners
Wisconsin
-$102M
5
DFO
Duquesne Family Office
New York
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
476
NewEdge Wealth
Pennsylvania
$232K +$232K +2,034 New
EWA
477
EP Wealth Advisors
California
$229K +$229K +2,562 New
GT
478
Greenleaf Trust
Michigan
$227K +$227K +2,543 New
RFM
479
Royal Fund Management
Florida
$227K +$227K +2,543 New
HI
480
Harbour Investments
Wisconsin
$227K +$157K +1,758 +225%
American Century Companies
481
American Century Companies
Missouri
$224K +$224K +2,515 New
AAM
482
Advisors Asset Management
Colorado
$223K +$4.19K +47 +2%
BCA
483
Bay Colony Advisors
Massachusetts
$223K +$223K +2,503 New
WTG
484
West Tower Group
Virginia
$223K +$223K +2,500 New
MFAM
485
Motley Fool Asset Management
Virginia
$223K +$223K +2,497 New
S
486
SignatureFD
Georgia
$222K +$14.3K +160 +7%
CC
487
Centiva Capital
New York
$221K +$221K +2,480 New
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$220K -$16.4K -184 -7%
FWM
489
Forza Wealth Management
Florida
$220K +$220K +2,461 New
BP
490
Ballentine Partners
Massachusetts
$219K +$219K +2,454 New
BSB
491
Bangor Savings Bank
Maine
$217K -$1.25K -14 -0.6%
SWM
492
Segment Wealth Management
Texas
$211K +$211K +2,370 New
National Bank of Canada
493
National Bank of Canada
Quebec, Canada
$211K -$57.5K -645 -21%
ACA
494
Aptus Capital Advisors
Alabama
$209K +$209K +2,340 New
JWCA
495
J.W. Cole Advisors
Florida
$207K +$207K +2,318 New
OLA
496
Oliver Luxxe Assets
New Jersey
$207K -$69.3K -777 -25%
WC
497
Wexford Capital
Florida
$205K -$150K -1,686 -42%
T
498
Tableaux
Massachusetts
$205K +$205K +1,518 New
OWA
499
One Wealth Advisors
California
$203K +$203K +2,279 New
TC
500
Truvestments Capital
Florida
$200K -$15.8K -177 -7%
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