We are live on ! Find out more
COHR icon

Coherent

629 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 172 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 45

50% more call options, than puts

Call options by funds: $392M | Put options by funds: $261M

18% more funds holding

Funds holding: 531629 (+98)

7% more capital invested

Capital invested by funds: $12.6B → $13.5B (+$907M)

0.53% less ownership

Funds ownership: 92.72%92.19% (-0.53%)

20% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 216

29% less funds holding in top 10

Funds holding in top 10: 2820 (-8)

Holders
629
Holders Change
+98
Holders Change %
+18.46%
% of All Funds
8.28%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
154
Increased
172
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Sugarloaf Wealth Management
Georgia
$7.11K
PWMG
577
Private Wealth Management Group
New Jersey
$6.92K
FDCDDQ
578
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.16K
SO
579
Sierra Ocean
California
$6.16K +$6.5K +65 New
SFGP
580
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$6.16K +$6.5K +65 New
CMP
581
Coston McIsaac & Partners
Maine
$6K
FWM
582
FLP Wealth Management
Arkansas
$5.59K +$5.9K +59 New
FMII
583
Farmers & Merchants Investments Inc
Nebraska
$5.21K +$500 +5 +10%
AIC
584
Archer Investment Corporation
Indiana
$4.93K
GWM
585
Geneos Wealth Management
Colorado
$4.83K +$5.1K +51 New
TFM
586
TFC Financial Management
Massachusetts
$4.64K +$4.9K +49 New
AssetMark Inc
587
AssetMark Inc
California
$4.55K +$2.8K +28 +140%
BIG
588
Brooklyn Investment Group
New York
$4.45K +$2.6K +26 +124%
S
589
Sachetta
Massachusetts
$4.36K
GM
590
GeoWealth Management
Illinois
$4.07K -$200 -2 -4%
LIS
591
Legacy Investment Solutions
Idaho
$4.03K -$900 -9 -18%
LWMI
592
Legacy Wealth Management (Idaho)
Idaho
$4.03K -$900 -9 -18%
BFP
593
Briaud Financial Planning
Texas
$4K +$5K +50 New
HNB
594
Huntington National Bank
Ohio
$3.98K +$1.6K +16 +62%
FFO
595
Fortitude Family Office
Arizona
$3.79K
CIA
596
Cape Investment Advisory
Georgia
$3.32K +$3.5K +35 New
WA
597
WPG Advisers
Maryland
$3.32K +$3.5K +35 New
BHWM
598
Bay Harbor Wealth Management
Maryland
$3.31K +$3.5K +35 New
MCM
599
MAI Capital Management
Ohio
$3.22K +$3.4K +34 New
SIC
600
SJS Investment Consulting
Ohio
$3.03K -$200 -2 -6%

COHR Hedge Fund Activity: Q4 2024 in Review

629 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2024, worth a combined $13.5B — up 7.2% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new COHR positions and 45 closed out — a net gain of 109 holders — while 172 added to existing stakes and 216 trimmed.

The largest buyer was BlackRock, adding an estimated $351M. The largest seller was Wellington Management Group, cutting an estimated $213M.

  • 629 institutional investors held Coherent (COHR) as of Q4 2024, up from 531 in Q3 2024.
  • Funds reported $13.5B of Coherent stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 154 funds opened new Coherent positions in Q4 2024 and 45 closed out, a net change of +109 holders.
  • The largest Coherent buyer in Q4 2024 was BlackRock, an estimated $351M added.
  • The largest Coherent seller in Q4 2024 was Wellington Management Group, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2024.