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Coherent

701 hedge funds and large institutions have $15.5B invested in Coherent in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 207 increasing their positions, 244 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

11% less call options, than puts

Call options by funds: $373M | Put options by funds: $420M

15% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 244

Holders
701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$373M
Puts
$420M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
576
Arcadia Investment Management
Michigan
$131K
SPIA
577
Steward Partners Investment Advisory
New York
$126K
ASN
578
Advisory Services Network
Georgia
$125K
IWA
579
Icon Wealth Advisors
Texas
$123K
WBC
580
Westpac Banking Corp
Australia
$120K
CMBA
581
C.M. Bidwell & Associates
Hawaii
$110K
C
582
Covestor
United Kingdom
$107K
GGI
583
Godsey & Gibb Inc
Virginia
$103K
Loomis, Sayles & Company
584
Loomis, Sayles & Company
Massachusetts
$99.3K
CBT
585
Crews Bank & Trust
Florida
$96.9K
BTI
586
Blue Trust Inc
Georgia
$84.9K
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$74.9K
AA
588
Ancora Advisors
Ohio
$71.8K
SL
589
Salomon & Ludwin
Virginia
$66.8K
RCM
590
Richardson Capital Management
Wisconsin
$64.6K
FCMT
591
Founders Capital Management (Texas)
Texas
$64.6K
SAM
592
Smartleaf Asset Management
Massachusetts
$64.3K
VCM
593
Versant Capital Management
Arizona
$62.9K
PE
594
Point72 Europe
United Kingdom
$62.7K
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61.9K
SIS
596
Sound Income Strategies
Florida
$59.6K
LSA
597
Leonteq Securities AG
Switzerland
$57K
EWA
598
EverSource Wealth Advisors
Alabama
$55.5K
CFFP
599
Center for Financial Planning
Michigan
$53.9K
CB
600
Community Bank
New York
$48.4K