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Coherent
COHR

Overview Fund Activity

638 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 267 increasing their positions, 156 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+62
Holders Change %
+10.76%
% of All Funds
8.55%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.27%
New
140
Increased
267
Reduced
156
Closed
72
Calls
$365M
Puts
$359M
Net Calls
+$5.78M
Net Calls Change
-$135M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$125M
2
Ameriprise
Ameriprise
Minnesota
+$124M
3
Citadel Advisors
Citadel Advisors
Florida
+$114M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90M
5
Franklin Resources
Franklin Resources
California
+$85.6M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$420M
2
BlackRock
BlackRock
New York
-$226M
3
Invesco
Invesco
Georgia
-$183M
4
Artisan Partners
Artisan Partners
Wisconsin
-$102M
5
DFO
Duquesne Family Office
New York
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
551
PFS Partners
New Jersey
$26.2K – – –
WA
552
WPG Advisers
Maryland
$24.8K +$9.37K +105 +61%
HFM
553
Harvest Fund Management
China
$22K -$2.23K -25 -9%
TFA
554
Toth Financial Advisory
Virginia
$20K +$2.14K +24 +12%
1M
555
1248 Management
Missouri
$19.5K – – –
DJSG
556
D.J. St. Germain
Massachusetts
$19.4K +$19.4K +218 New
TFG
557
Team Financial Group
California
$18.5K +$18.5K +207 New
CB
558
Community Bank
New York
$17.8K – – –
WA
559
Whipplewood Advisors
Colorado
$17K +$8.03K +90 +89%
OP
560
ORG Partners
Indiana
$16.2K +$693 +8 +4%
ACA
561
Atlas Capital Advisors
Wyoming
$15.1K -$3.3K -37 -18%
PWMG
562
Prestige Wealth Management Group
New Jersey
$14K +$4.55K +51 +48%
T
563
Transce3nd
Texas
$13.8K +$2.41K +27 +21%
BWL
564
Bogart Wealth LLC
Virginia
$13.7K +$803 +9 +6%
RFG
565
REAP Financial Group
Texas
$13.4K – – –
HWM
566
Hemington Wealth Management
Virginia
$13K +$5.15K +61 +66%
MCM
567
MAI Capital Management
Ohio
$12.9K +$11.3K +127 +706%
BIA
568
Bell Investment Advisors
California
$12.8K -$6.78K -76 -35%
NC
569
NewSquare Capital
Pennsylvania
$12.1K +$5.71K +64 +89%
TPWA
570
Twin Peaks Wealth Advisors
California
$11.2K +$11.2K +96 New
MEG
571
Millstone Evans Group
Colorado
$10.8K – – –
SWA
572
SOA Wealth Advisors
New York
$10.8K – – –
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$10.8K +$1.78K +20 +20%
FFO
574
Fortitude Family Office
Arizona
$10.8K +$7.23K +81 +203%
TPCW
575
TD Private Client Wealth
New York
$10.7K +$10.7K +120 New
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