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Coherent

695 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, 206 increasing their positions, 243 reducing their positions, and 78 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: 206 | Existing positions reduced: 243

Holders
695
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
BWG
526
Balanced Wealth Group
Ohio
$243K
CIP
527
Convergence Investment Partners
Florida
$242K
NFSG
528
Newbridge Financial Services Group
Florida
$238K
AFWM
529
Abich Financial Wealth Management
Virginia
$236K
IWC
530
Integrated Wealth Concepts
Massachusetts
$236K
PFG
531
Prosperity Financial Group
California
$235K
BBPWM
532
Blue Bell Private Wealth Management
Pennsylvania
$235K
LFAS
533
Level Four Advisory Services
Texas
$231K
HNB
534
Huntington National Bank
Ohio
$231K
RFM
535
Royal Fund Management
Florida
$231K
TC
536
Truvestments Capital
Florida
$228K
HWM
537
HB Wealth Management
Georgia
$226K
CL
538
Choreo LLC
Illinois
$226K
IPW
539
Impact Partnership Wealth
Georgia
$226K
BSB
540
Bangor Savings Bank
Maine
$225K
VT
541
Vise Technologies
New York
$223K
Capstone Investment Advisors
542
Capstone Investment Advisors
New York
$222K
SFG
543
Sunburst Financial Group
Alabama
$219K
NG
544
Norden Group
Utah
$217K
HBS
545
Howard Bailey Securities
Indiana
$216K
LKIM
546
Lawson Kroeker Investment Management
Nebraska
$215K
FNT
547
First National Trust
Pennsylvania
$215K
NL
548
NKCFO LLC
Illinois
$215K
WAP
549
Wealthcare Advisory Partners
Pennsylvania
$211K
WMS
550
Wealth Management Strategies
Pennsylvania
$208K