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Coherent

640 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 268 increasing their positions, 156 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: 576640 (+64)

2.45% more ownership

Funds ownership: 90.72%93.18% (+2.5%)

2% more call options, than puts

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

Holders
640
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
OWA
501
One Wealth Advisors
California
$203K
TC
502
Truvestments Capital
Florida
$200K
NFSG
503
Newbridge Financial Services Group
Florida
$197K
BBPWM
504
Blue Bell Private Wealth Management
Pennsylvania
$194K
AF
505
Allworth Financial
California
$182K
FHA
506
First Horizon Advisors
Tennessee
$176K
Walleye Trading
507
Walleye Trading
New York
$171K
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$159K
PA
509
Parallel Advisors
California
$158K
UB
510
UMB Bank
Missouri
$155K
GRP
511
Global Retirement Partners
California
$155K
1IA
512
1620 Investment Advisors
Massachusetts
$153K
RA
513
RiverPark Advisors
New York
$146K
Kayne Anderson Rudnick Investment Management
514
Kayne Anderson Rudnick Investment Management
California
$141K
A
515
AlphaQuest
New York
$136K
FFA
516
Farther Finance Advisors
California
$132K
AIC
517
Archer Investment Corporation
Indiana
$121K
AIM
518
Arcadia Investment Management
Michigan
$108K
IWA
519
Icon Wealth Advisors
Texas
$106K
GGI
520
Godsey & Gibb Inc
Virginia
$96.3K
BTI
521
Blue Trust Inc
Georgia
$94.6K
C
522
Covestor
United Kingdom
$94K
SPIA
523
Steward Partners Investment Advisory
New York
$93.9K
CMBA
524
C.M. Bidwell & Associates
Hawaii
$91.4K
GM
525
GeoWealth Management
Illinois
$83.7K