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Coherent

639 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, 157 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 576639 (+63)

2.43% more ownership

Funds ownership: 90.72%93.15% (+2.4%)

2% more call options, than puts

Call options by funds: $365M | Put options by funds: $359M

Holders
639
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$365M
Puts
$359M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
576
TD Private Client Wealth
New York
$10.7K
MA
577
MCF Advisors
Kentucky
$9.37K
CAM
578
Costello Asset Management
Pennsylvania
$8.92K
ACM
579
Accent Capital Management
Ohio
$8.92K
AssetMark Inc
580
AssetMark Inc
California
$8.83K
JWA
581
JFS Wealth Advisors
Pennsylvania
$8.21K
LI
582
LRI Investments
Florida
$8.17K
WR
583
WD Rutherford
Oregon
$8.03K
NS
584
NBC Securities
Alabama
$8K
OLVIG
585
Oliver Lagore Vanvalin Investment Group
Michigan
$7.66K
Fuller & Thaler Asset Management
586
Fuller & Thaler Asset Management
California
$7.58K
PWMG
587
Private Wealth Management Group
New Jersey
$7.41K
PTC
588
Private Trust Company
Ohio
$7.4K
PFBT
589
Parkside Financial Bank & Trust
Missouri
$7.23K
AAS
590
Ameritas Advisory Services
Nebraska
$6.25K
CMP
591
Coston McIsaac & Partners
Maine
$6K
BBHC
592
Brown Brothers Harriman & Co
New York
$5.98K
SO
593
Sierra Ocean
California
$5.8K
BFS
594
Bare Financial Services
Pennsylvania
$5.62K
CFD
595
Creative Financial Designs
Indiana
$5K
PGAM
596
Princeton Global Asset Management
New Jersey
$4.91K
TCM
597
Traub Capital Management
Massachusetts
$4.24K
BFP
598
Briaud Financial Planning
Texas
$4K
SWP
599
Strategic Wealth Partners
Ohio
$3.92K
HFS
600
Hughes Financial Services
Virginia
$3.64K