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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 %
NFSG
501
Newbridge Financial Services Group
Florida
$197K +$44.6K +500 +29%
BBPWM
502
Blue Bell Private Wealth Management
Pennsylvania
$194K +$4.01K +45 +2%
AF
503
Allworth Financial
California
$182K +$139K +1,562 +330%
FHA
504
First Horizon Advisors
Tennessee
$176K +$138K +1,547 +360%
Walleye Trading
505
Walleye Trading
New York
$171K -$2.22M -24,831 -93%
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$159K +$19.3K +216 +14%
PA
507
Parallel Advisors
California
$158K +$61.9K +694 +64%
UB
508
UMB Bank
Missouri
$155K +$19.9K +223 +15%
GRP
509
Global Retirement Partners
California
$155K +$155K +1,733 New
1IA
510
1620 Investment Advisors
Massachusetts
$153K -$4.91K -55 -3%
RA
511
RiverPark Advisors
New York
$146K +$2.14K +24 +1%
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$141K +$115K +1,293 +443%
A
513
AlphaQuest
New York
$136K -$13.2K -148 -9%
FFA
514
Farther Finance Advisors
California
$132K -$66.6K -747 -34%
AIC
515
Archer Investment Corporation
Indiana
$121K +$8.92K +100 +8%
AIM
516
Arcadia Investment Management
Michigan
$108K – – –
IWA
517
Icon Wealth Advisors
Texas
$106K +$106K +1,185 New
GGI
518
Godsey & Gibb Inc
Virginia
$96.3K – – –
BTI
519
Blue Trust Inc
Georgia
$94.6K +$23.9K +268 +34%
C
520
Covestor
United Kingdom
$94K +$27.9K +310 +42%
SPIA
521
Steward Partners Investment Advisory
New York
$93.9K -$47.4K -531 -34%
CMBA
522
C.M. Bidwell & Associates
Hawaii
$91.4K – – –
GM
523
GeoWealth Management
Illinois
$83.7K +$83.7K +938 New
CBT
524
Crews Bank & Trust
Florida
$80.3K – – –
VEA
525
Virtus ETF Advisers
New York
$69K -$212K -2,381 -75%
19 20
21
22 23