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Coherent

581 hedge funds and large institutions have $9.35B invested in Coherent in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 227 increasing their positions, 181 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $347M | Put options by funds: $206M

25% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 181

0.25% less ownership

Funds ownership: 92.19%91.94% (-0.25%)

8% less funds holding

Funds holding: 629581 (-48)

27% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 132

31% less capital invested

Capital invested by funds: $13.5B → $9.35B (-$4.16B)

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
581
Holders Change
-48
Holders Change %
-7.63%
% of All Funds
7.79%
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
227
Reduced
181
Closed
132
Calls
$347M
Puts
$206M
Net Calls
+$141M
Net Calls Change
+$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
526
NBC Securities
Alabama
$6K +$8.2K +99 New
PFBT
527
Parkside Financial Bank & Trust
Missouri
$5.78K +$6.21K +75 +536%
Fuller & Thaler Asset Management
528
Fuller & Thaler Asset Management
California
$5.52K
QL
529
Quarry LP
New York
$5.52K +$7.04K +85 New
MA
530
MCF Advisors
Kentucky
$5.46K -$6.88K -83 -50%
SIS
531
Sound Income Strategies
Florida
$5.39K
PWMG
532
Private Wealth Management Group
New Jersey
$4.74K
CA
533
Clearstead Advisors
Ohio
$4.68K -$198K -2,395 -97%
NC
534
NewSquare Capital
Pennsylvania
$4.68K -$4.81K -58 -45%
SO
535
Sierra Ocean
California
$4.22K
SFGP
536
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.22K
CMP
537
Coston McIsaac & Partners
Maine
$4K
TFM
538
TFC Financial Management
Massachusetts
$3.18K
AssetMark Inc
539
AssetMark Inc
California
$3.05K -$83 -1 -2%
BFP
540
Briaud Financial Planning
Texas
$3K
LI
541
LRI Investments
Florida
$2.88K +$3.65K +44 New
LWMI
542
Legacy Wealth Management (Idaho)
Idaho
$2.73K
FFO
543
Fortitude Family Office
Arizona
$2.6K
PTC
544
Private Trust Company
Ohio
$2.6K +$3.31K +40 New
Amundi
545
Amundi
France
$2.32K -$7.46K -90 -68%
AW
546
Avion Wealth
Texas
$2K
ECM
547
Estabrook Capital Management
New York
$1.95K
CFD
548
Creative Financial Designs
Indiana
$1.88K +$2.4K +29 New
SIC
549
SJS Investment Consulting
Ohio
$1.82K -$331 -4 -13%
NRWA
550
North Ridge Wealth Advisors
Oregon
$1.75K +$2.24K +27 New

COHR Hedge Fund Activity: Q1 2025 in Review

581 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2025, worth a combined $9.35B — down 31% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of COHR and 97 opened new positions — a net loss of 35 holders — while 181 trimmed existing stakes and 227 added.

The largest buyer was Wellington Management Group, adding an estimated $217M. The largest seller was Dodge & Cox, cutting an estimated $315M.

  • 581 institutional investors held Coherent (COHR) as of Q1 2025, down from 629 in Q4 2024.
  • Funds reported $9.35B of Coherent stock for Q1 2025, down 31% quarter-over-quarter.
  • 97 funds opened new Coherent positions in Q1 2025 and 132 closed out, a net change of -35 holders.
  • The largest Coherent buyer in Q1 2025 was Wellington Management Group, an estimated $217M added.
  • The largest Coherent seller in Q1 2025 was Dodge & Cox, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2025.