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Coherent

639 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, 157 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 576639 (+63)

2.43% more ownership

Funds ownership: 90.72%93.15% (+2.4%)

2% more call options, than puts

Call options by funds: $365M | Put options by funds: $359M

Holders
639
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$365M
Puts
$359M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
501
Truvestments Capital
Florida
$200K
NFSG
502
Newbridge Financial Services Group
Florida
$197K
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$194K
AF
504
Allworth Financial
California
$182K
FHA
505
First Horizon Advisors
Tennessee
$176K
Walleye Trading
506
Walleye Trading
New York
$171K
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$159K
PA
508
Parallel Advisors
California
$158K
UB
509
UMB Bank
Missouri
$155K
GRP
510
Global Retirement Partners
California
$155K
1IA
511
1620 Investment Advisors
Massachusetts
$153K
RA
512
RiverPark Advisors
New York
$146K
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$141K
A
514
AlphaQuest
New York
$136K
FFA
515
Farther Finance Advisors
California
$132K
AIC
516
Archer Investment Corporation
Indiana
$121K
AIM
517
Arcadia Investment Management
Michigan
$108K
IWA
518
Icon Wealth Advisors
Texas
$106K
GGI
519
Godsey & Gibb Inc
Virginia
$96.3K
BTI
520
Blue Trust Inc
Georgia
$94.6K
C
521
Covestor
United Kingdom
$94K
SPIA
522
Steward Partners Investment Advisory
New York
$93.9K
CMBA
523
C.M. Bidwell & Associates
Hawaii
$91.4K
GM
524
GeoWealth Management
Illinois
$83.7K
CBT
525
Crews Bank & Trust
Florida
$80.3K