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Coherent

625 hedge funds and large institutions have $13.5B invested in Coherent in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 170 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+96
Holders Change %
+18.15%
% of All Funds
8.32%
Holding in Top 10
20
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-28.57%
% of All Funds
0.27%
New
152
Increased
170
Reduced
216
Closed
45
Calls
$392M
Puts
$261M
Net Calls
+$132M
Net Calls Change
-$28.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
601
Avion Wealth
Texas
$2K
TPCW
602
TD Private Client Wealth
New York
$1.99K
CA
603
Continuum Advisory
Idaho
$1.52K
BWL
604
Bogart Wealth LLC
Virginia
$1.42K
PFBT
605
Parkside Financial Bank & Trust
Missouri
$1.33K
VWWMG
606
Vermillion & White Wealth Management Group
Pennsylvania
$1.33K
WA
607
Whipplewood Advisors
Colorado
$1.33K +$1.33K +14 New
SAM
608
Synergy Asset Management
Washington
$1.07K +$1.07K +12 New
BCH
609
Berkshire Capital Holdings
California
$947
GFPC
610
Global Financial Private Client
Florida
$853 +$853 +9 New
CSWM
611
Cassady Schiller Wealth Management
Ohio
$853 +$853 +9 New
FMP
612
Financial Management Professionals
Texas
$758
HCP
613
Hexagon Capital Partners
Arkansas
$758 +$758 +8 New
TWD
614
True Wealth Design
Ohio
$569 +$569 +6 New
RTC
615
Riverview Trust Company
Washington
$568
CPG
616
Cornerstone Planning Group
New Jersey
$488
RAM
617
Riggs Asset Management
Pennsylvania
$475
HI
618
Hoey Investments
Pennsylvania
$379 -$47K -496 -99%
PWA
619
Principia Wealth Advisory
Texas
$379 +$379 +4 New
PWM
620
Parkworth Wealth Management
California
$379 +$379 +4 New
AAP
621
Arax Advisory Partners
Colorado
$285 -$60.6K -638 -100%
AF
622
Advisornet Financial
Minnesota
$284 -$41.9K -443 -99%
CA
623
CoreCap Advisors
Michigan
$284 +$284 +3 New
MCM
624
MV Capital Management
Maryland
$95
SSB
625
Sandy Spring Bank
Maryland
$42 -$39