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Coherent

688 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, 204 increasing their positions, 241 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: 204 | Existing positions reduced: 241

Holders
688
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
CAM
501
Claret Asset Management
Quebec, Canada
$283K
HI
502
Harbour Investments
Wisconsin
$279K
BP
503
Ballentine Partners
Massachusetts
$278K
Kayne Anderson Rudnick Investment Management
504
Kayne Anderson Rudnick Investment Management
California
$278K
ACA
505
Aptus Capital Advisors
Alabama
$278K
MFAM
506
Motley Fool Asset Management
Virginia
$273K
WC
507
Wexford Capital
Florida
$269K
DSCM
508
Divisadero Street Capital Management
Florida
$269K
PCS
509
Personal CFO Solutions
New Jersey
$268K
FWM
510
Forza Wealth Management
Florida
$265K
GT
511
Greenleaf Trust
Michigan
$263K
SC
512
Savant Capital
Illinois
$258K
FFA
513
Farther Finance Advisors
California
$257K
CIM
514
CIM Investment Management
Pennsylvania
$255K
MMM
515
Mendel Money Management
Illinois
$254K
JWCA
516
J.W. Cole Advisors
Florida
$250K
AT
517
American Trust
Kentucky
$248K
AA
518
Apriem Advisors
California
$247K
OWA
519
One Wealth Advisors
California
$245K
BWG
520
Balanced Wealth Group
Ohio
$243K
CIP
521
Convergence Investment Partners
Florida
$242K
NFSG
522
Newbridge Financial Services Group
Florida
$238K
AFWM
523
Abich Financial Wealth Management
Virginia
$236K
IWC
524
Integrated Wealth Concepts
Massachusetts
$236K
PFG
525
Prosperity Financial Group
California
$235K