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Coherent

576 hedge funds and large institutions have $9.22B invested in Coherent in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 225 increasing their positions, 178 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
-49
Holders Change %
-7.84%
% of All Funds
7.82%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
97
Increased
225
Reduced
178
Closed
131
Calls
$347M
Puts
$206M
Net Calls
+$141M
Net Calls Change
+$9.31M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
526
Sound Income Strategies
Florida
$5.39K
PWMG
527
Private Wealth Management Group
New Jersey
$4.74K
CA
528
Clearstead Advisors
Ohio
$4.68K -$156K -2,395 -97%
NC
529
NewSquare Capital
Pennsylvania
$4.68K -$3.77K -58 -45%
SFG
530
Stonebridge Financial Group
Pennsylvania
$4.22K
SO
531
Sierra Ocean
California
$4.22K
CMP
532
Coston McIsaac & Partners
Maine
$4K
TFM
533
TFC Financial Management
Massachusetts
$3.18K
AssetMark Inc
534
AssetMark Inc
California
$3.05K -$65 -1 -2%
BFP
535
Briaud Financial Planning
Texas
$3K
LI
536
LRI Investments
Florida
$2.88K +$2.88K +44 New
LWMI
537
Legacy Wealth Management (Idaho)
Idaho
$2.73K
FFO
538
Fortitude Family Office
Arizona
$2.6K
PTC
539
Private Trust Company
Ohio
$2.6K +$2.6K +40 New
Amundi
540
Amundi
France
$2.32K -$4.85K -90 -68%
AW
541
Avion Wealth
Texas
$2K
ECM
542
Estabrook Capital Management
New York
$1.95K
CFD
543
Creative Financial Designs
Indiana
$1.88K +$1.88K +29 New
SIC
544
SJS Investment Consulting
Ohio
$1.82K -$260 -4 -13%
NRWA
545
North Ridge Wealth Advisors
Oregon
$1.75K +$1.75K +27 New
GFPC
546
Global Financial Private Client
Florida
$1.75K +$1.17K +18 +200%
HCP
547
Hexagon Capital Partners
Arkansas
$1.69K +$1.17K +18 +225%
WWM
548
Wolff Wiese Magana
California
$1.62K
BFS
549
Bare Financial Services
Pennsylvania
$1.36K +$1.36K +21 New
RFA
550
Reyes Financial Architecture
California
$1.3K +$1.3K +20 New