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Coherent

692 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, 242 reducing their positions, and 77 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: 242

Holders
692
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
MOS
476
MGO One Seven
Ohio
$383K
SWP
477
Stratos Wealth Partners
Ohio
$365K
TCG
478
Transcendent Capital Group
Oklahoma
$362K
Wealthfront Advisers
479
Wealthfront Advisers
California
$361K
RIM
480
Rakuten Investment Management
Japan
$356K
LNWWM
481
Laird Norton Wetherby Wealth Management
California
$353K
EH
482
Equitable Holdings
New York
$352K
CC
483
Chicago Capital
Illinois
$347K
NW
484
NewEdge Wealth
Pennsylvania
$343K
VEA
485
Virtus ETF Advisers
New York
$340K
OIA
486
Optimum Investment Advisors
Illinois
$337K
VA
487
VestGen Advisors
Illinois
$337K
RSC
488
Red Spruce Capital
Pennsylvania
$335K
BWA
489
BlueChip Wealth Advisors
Georgia
$332K
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$330K
UCFA
491
United Capital Financial Advisors
Texas
$328K
LWM
492
Lyell Wealth Management
California
$323K
BWFA
493
Baltimore-Washington Financial Advisors
Maryland
$323K
MAS
494
Meeder Advisory Services
Ohio
$322K
PCM
495
Parsons Capital Management
Rhode Island
$320K
SB
496
SIG Brokerage
New York
$318K
WMA
497
West Michigan Advisors
Michigan
$303K
EC
498
EntryPoint Capital
New York
$298K
DnB Asset Management
499
DnB Asset Management
Norway
$298K
CA
500
Clearstead Advisors
Ohio
$293K