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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 %
MA
576
MCF Advisors
Kentucky
$9.37K +$1.87K +21 +25%
ACM
577
Accent Capital Management
Ohio
$8.92K – – –
CAM
578
Costello Asset Management
Pennsylvania
$8.92K – – –
AssetMark Inc
579
AssetMark Inc
California
$8.83K +$4.64K +52 +111%
JWA
580
JFS Wealth Advisors
Pennsylvania
$8.21K -$5.71K -64 -41%
LI
581
LRI Investments
Florida
$8.17K +$4.26K +48 +109%
WR
582
WD Rutherford
Oregon
$8.03K +$8.03K +90 New
NS
583
NBC Securities
Alabama
$8K – – –
OLVIG
584
Oliver Lagore Vanvalin Investment Group
Michigan
$7.66K +$7.66K +118 New
Fuller & Thaler Asset Management
585
Fuller & Thaler Asset Management
California
$7.58K – – –
PWMG
586
Private Wealth Management Group
New Jersey
$7.41K +$892 +10 +14%
PTC
587
Private Trust Company
Ohio
$7.4K +$3.84K +43 +108%
PFBT
588
Parkside Financial Bank & Trust
Missouri
$7.23K -$714 -8 -9%
AAS
589
Ameritas Advisory Services
Nebraska
$6.25K +$6.25K +70 New
CMP
590
Coston McIsaac & Partners
Maine
$6K – – –
BBHC
591
Brown Brothers Harriman & Co
New York
$5.98K +$5.98K +67 New
SO
592
Sierra Ocean
California
$5.8K – – –
BFS
593
Bare Financial Services
Pennsylvania
$5.62K +$3.75K +42 +200%
CFD
594
Creative Financial Designs
Indiana
$5K +$2.41K +27 +93%
PGAM
595
Princeton Global Asset Management
New Jersey
$4.91K +$4.91K +55 New
TCM
596
Traub Capital Management
Massachusetts
$4.24K +$4.24K +47 New
BFP
597
Briaud Financial Planning
Texas
$4K – – –
SWP
598
Strategic Wealth Partners
Ohio
$3.93K +$3.93K +44 New
HFS
599
Hughes Financial Services
Virginia
$3.64K +$3.64K +34 New
KFI
600
Key Financial Inc
Pennsylvania
$3.12K +$3.12K +35 New
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