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Coherent

692 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, 242 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: 206 | Existing positions reduced: 242

Holders
692
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
AFWM
526
Abich Financial Wealth Management
Virginia
$236K
IWC
527
Integrated Wealth Concepts
Massachusetts
$236K
PFG
528
Prosperity Financial Group
California
$235K
BBPWM
529
Blue Bell Private Wealth Management
Pennsylvania
$235K
LFAS
530
Level Four Advisory Services
Texas
$231K
HNB
531
Huntington National Bank
Ohio
$231K
RFM
532
Royal Fund Management
Florida
$231K
TC
533
Truvestments Capital
Florida
$228K
HWM
534
HB Wealth Management
Georgia
$226K
CL
535
Choreo LLC
Illinois
$226K
IPW
536
Impact Partnership Wealth
Georgia
$226K
BSB
537
Bangor Savings Bank
Maine
$225K
VT
538
Vise Technologies
New York
$223K
Capstone Investment Advisors
539
Capstone Investment Advisors
New York
$222K
SFG
540
Sunburst Financial Group
Alabama
$219K
NG
541
Norden Group
Utah
$217K
HBS
542
Howard Bailey Securities
Indiana
$216K
LKIM
543
Lawson Kroeker Investment Management
Nebraska
$215K
FNT
544
First National Trust
Pennsylvania
$215K
NL
545
NKCFO LLC
Illinois
$215K
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$211K
WMS
547
Wealth Management Strategies
Pennsylvania
$208K
HSA
548
HBK Sorce Advisory
Pennsylvania
$206K
CIBC World Market
549
CIBC World Market
Ontario, Canada
$206K
1CM
550
1492 Capital Management
Wisconsin
$206K