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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
BBPWM
526
Blue Bell Private Wealth Management
Pennsylvania
$235K
LFAS
527
Level Four Advisory Services
Texas
$231K
HNB
528
Huntington National Bank
Ohio
$231K
RFM
529
Royal Fund Management
Florida
$231K
TC
530
Truvestments Capital
Florida
$228K
HWM
531
HB Wealth Management
Georgia
$226K
CL
532
Choreo LLC
Illinois
$226K
IPW
533
Impact Partnership Wealth
Georgia
$226K
BSB
534
Bangor Savings Bank
Maine
$225K
VT
535
Vise Technologies
New York
$223K
Capstone Investment Advisors
536
Capstone Investment Advisors
New York
$222K
SFG
537
Sunburst Financial Group
Alabama
$219K
NG
538
Norden Group
Utah
$217K
HBS
539
Howard Bailey Securities
Indiana
$216K
LKIM
540
Lawson Kroeker Investment Management
Nebraska
$215K
FNT
541
First National Trust
Pennsylvania
$215K
NL
542
NKCFO LLC
Illinois
$215K
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$211K
WMS
544
Wealth Management Strategies
Pennsylvania
$208K
HSA
545
HBK Sorce Advisory
Pennsylvania
$206K
CIBC World Market
546
CIBC World Market
Ontario, Canada
$206K
1CM
547
1492 Capital Management
Wisconsin
$206K
FCM
548
Fieldview Capital Management
Michigan
$204K
MG
549
McHugh Group
Ohio
$203K
CPIG
550
Chicago Partners Investment Group
Illinois
$203K