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Coherent

885 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 248 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

26% more funds holding

Funds holding: 701885 (+184)

12.4% more ownership

Funds ownership: 92.41%104.81% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$956M
Puts
$698M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Mission Wealth Management
California
$835K
MWM
502
Mindset Wealth Management
Indiana
$832K
AIM
503
Aigen Investment Management
New York
$829K
KBC Group
504
KBC Group
Belgium
$828K
CT
505
Chicago Trust
Illinois
$814K
FTWA
506
Fifth Third Wealth Advisors
Ohio
$813K
LIP
507
Lighthouse Investment Partners
Florida
$805K
BCL
508
BDFS Capital LLC
Delaware
$803K
SACTSONJ
509
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$803K
HIG
510
Heritage Investment Group
Florida
$801K
BCM
511
BlueCrest Capital Management
Jersey
$795K
LGF
512
LGT Group Foundation
Liechtenstein
$795K
BCM
513
Berbice Capital Management
New York
$794K
AFG
514
Atomi Financial Group
New York
$791K
Kovitz Investment Group Partners
515
Kovitz Investment Group Partners
Illinois
$788K
Los Angeles Capital Management
516
Los Angeles Capital Management
California
$778K
CCM
517
Coldstream Capital Management
Washington
$774K
GSIS
518
Global Strategic Investment Solutions
Arizona
$774K
OIA
519
OneDigital Investment Advisors
Kansas
$771K
TSS
520
Two Sigma Securities
New York
$762K
PL
521
Perpetual Ltd
Australia
$758K
GPWA
522
Gaddis Premier Wealth Advisors
Oklahoma
$753K
SI
523
Seeds Investor
New York
$745K
WPC
524
Wedmont Private Capital
Pennsylvania
$744K
WPC
525
White Pine Capital
Minnesota
$744K