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Coherent

640 hedge funds and large institutions have $12.9B invested in Coherent in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 268 increasing their positions, 156 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: 576640 (+64)

2.45% more ownership

Funds ownership: 90.72%93.18% (+2.5%)

2% more call options, than puts

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

Holders
640
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
FFO
576
Fortitude Family Office
Arizona
$10.8K
TPCW
577
TD Private Client Wealth
New York
$10.7K
MA
578
MCF Advisors
Kentucky
$9.37K
CAM
579
Costello Asset Management
Pennsylvania
$8.92K
ACM
580
Accent Capital Management
Ohio
$8.92K
AssetMark Inc
581
AssetMark Inc
California
$8.83K
JWA
582
JFS Wealth Advisors
Pennsylvania
$8.21K
LI
583
LRI Investments
Florida
$8.17K
WR
584
WD Rutherford
Oregon
$8.03K
NS
585
NBC Securities
Alabama
$8K
OLVIG
586
Oliver Lagore Vanvalin Investment Group
Michigan
$7.66K
Fuller & Thaler Asset Management
587
Fuller & Thaler Asset Management
California
$7.58K
PWMG
588
Private Wealth Management Group
New Jersey
$7.41K
PTC
589
Private Trust Company
Ohio
$7.4K
PFBT
590
Parkside Financial Bank & Trust
Missouri
$7.23K
AAS
591
Ameritas Advisory Services
Nebraska
$6.25K
CMP
592
Coston McIsaac & Partners
Maine
$6K
BBHC
593
Brown Brothers Harriman & Co
New York
$5.98K
SO
594
Sierra Ocean
California
$5.8K
BFS
595
Bare Financial Services
Pennsylvania
$5.62K
CFD
596
Creative Financial Designs
Indiana
$5K
PGAM
597
Princeton Global Asset Management
New Jersey
$4.91K
TCM
598
Traub Capital Management
Massachusetts
$4.24K
BFP
599
Briaud Financial Planning
Texas
$4K
SWP
600
Strategic Wealth Partners
Ohio
$3.92K