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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 %
S
601
Sachetta
Massachusetts
$2.94K -$8.12K -91 -73%
ECM
602
Estabrook Capital Management
New York
$2.68K – – –
WWM
603
Wolff Wiese Magana
California
$2.23K – – –
WSFS
604
Wilmington Savings Fund Society
Delaware
$2.14K +$1.25K +14 +140%
AW
605
Avion Wealth
Texas
$2K +$516 +8 +35%
CH
606
Cromwell Holdings
Wyoming
$1.96K +$1.07K +12 +120%
TWD
607
True Wealth Design
Ohio
$1.87K +$1.07K +12 +133%
RCM
608
Raleigh Capital Management
North Carolina
$1.78K – – –
SC
609
SouthState Corp
Florida
$1.61K -$16K -179 -91%
SIC
610
SJS Investment Consulting
Ohio
$1.52K -$982 -11 -39%
KG
611
Kilter Group
New York
$1.52K +$1.52K +17 New
VWWMG
612
Vermillion & White Wealth Management Group
Pennsylvania
$1.25K – – –
RWM
613
Rialto Wealth Management
New York
$1.25K +$625 +7 +100%
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$1.16K – – –
RAM
615
Riggs Asset Management
Pennsylvania
$1.07K +$625 +7 +140%
MAWAG
616
Mid-American Wealth Advisory Group
Missouri
$981 +$981 +11 New
BCH
617
Berkshire Capital Holdings
California
$892 – – –
RIL
618
Rothschild Investment LLC
Illinois
$892 +$446 +5 +100%
PWM
619
Parkworth Wealth Management
California
$892 +$624 +7 +233%
BI
620
Binnacle Investments
Iowa
$803 – – –
AF
621
Advisornet Financial
Minnesota
$803 +$446 +5 +125%
HIA
622
HFM Investment Advisors
New Jersey
$803 +$535 +6 +200%
CPG
623
Cornerstone Planning Group
New Jersey
$634 +$634 +6 New
PWA
624
Physician Wealth Advisors
Utah
$625 +$625 +7 New
BHWM
625
Bay Harbor Wealth Management
Maryland
$624 +$446 +5 +250%
23 24
25
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