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Coherent

701 hedge funds and large institutions have $15.5B invested in Coherent in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 207 increasing their positions, 244 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: 207 | Existing positions reduced: 244

Holders
701
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
AA
526
Apriem Advisors
California
$247K
OWA
527
One Wealth Advisors
California
$245K
BWG
528
Balanced Wealth Group
Ohio
$243K
CIP
529
Convergence Investment Partners
Florida
$242K
NFSG
530
Newbridge Financial Services Group
Florida
$238K
AFWM
531
Abich Financial Wealth Management
Virginia
$236K
IWC
532
Integrated Wealth Concepts
Massachusetts
$236K
PFG
533
Prosperity Financial Group
California
$235K
BBPWM
534
Blue Bell Private Wealth Management
Pennsylvania
$235K
HBS
535
Howard Bailey Securities
Indiana
$232K
LFAS
536
Level Four Advisory Services
Texas
$231K
HNB
537
Huntington National Bank
Ohio
$231K
RFM
538
Royal Fund Management
Florida
$231K
TC
539
Truvestments Capital
Florida
$228K
HWM
540
HB Wealth Management
Georgia
$226K
CL
541
Choreo LLC
Illinois
$226K
IPW
542
Impact Partnership Wealth
Georgia
$226K
BSB
543
Bangor Savings Bank
Maine
$225K
VT
544
Vise Technologies
New York
$223K
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
$222K
SFG
546
Sunburst Financial Group
Alabama
$219K
NG
547
Norden Group
Utah
$217K
LKIM
548
Lawson Kroeker Investment Management
Nebraska
$215K
FNT
549
First National Trust
Pennsylvania
$215K
NL
550
NKCFO LLC
Illinois
$215K