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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 131

32% less capital invested

Capital invested by funds: $13.5B → $9.22B (-$4.28B)

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
576
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$347M
Puts
$206M
Net Calls
Net Calls Change

Top Buyers

1 +$170M
2 +$124M
3 +$107M
4
Morgan Stanley
Morgan Stanley
New York
+$70.9M
5
BlackRock
BlackRock
New York
+$40.6M

Top Sellers

1 -$247M
2 -$109M
3 -$90.3M
4
Invesco
Invesco
Georgia
-$87.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
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
NC
529
NewSquare Capital
Pennsylvania
$4.68K
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
BFP
535
Briaud Financial Planning
Texas
$3K
LI
536
LRI Investments
Florida
$2.88K
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
Amundi
540
Amundi
France
$2.32K
AW
541
Avion Wealth
Texas
$2K
ECM
542
Estabrook Capital Management
New York
$1.95K
CFD
543
Creative Financial Designs
Indiana
$1.88K
SIC
544
SJS Investment Consulting
Ohio
$1.82K
NRWA
545
North Ridge Wealth Advisors
Oregon
$1.75K
GFPC
546
Global Financial Private Client
Florida
$1.75K
HCP
547
Hexagon Capital Partners
Arkansas
$1.69K
WWM
548
Wolff Wiese Magana
California
$1.62K
BFS
549
Bare Financial Services
Pennsylvania
$1.36K
RCM
550
Raleigh Capital Management
North Carolina
$1.3K