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Coherent

639 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, 157 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: 576639 (+63)

2.43% more ownership

Funds ownership: 90.72%93.15% (+2.4%)

2% more call options, than puts

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

Holders
639
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
KFI
601
Key Financial Inc
Pennsylvania
$3.12K
S
602
Sachetta
Massachusetts
$2.94K
ECM
603
Estabrook Capital Management
New York
$2.68K
WWM
604
Wolff Wiese Magana
California
$2.23K
WSFS
605
Wilmington Savings Fund Society
Delaware
$2.14K
AW
606
Avion Wealth
Texas
$2K
CH
607
Cromwell Holdings
Wyoming
$1.96K
TWD
608
True Wealth Design
Ohio
$1.87K
RCM
609
Raleigh Capital Management
North Carolina
$1.78K
SC
610
SouthState Corp
Florida
$1.61K
SIC
611
SJS Investment Consulting
Ohio
$1.52K
KG
612
Kilter Group
New York
$1.52K
VWWMG
613
Vermillion & White Wealth Management Group
Pennsylvania
$1.25K
RWM
614
Rialto Wealth Management
New York
$1.25K
NEWAS
615
N.E.W. Advisory Services
Wisconsin
$1.16K
RAM
616
Riggs Asset Management
Pennsylvania
$1.07K
MAWAG
617
Mid-American Wealth Advisory Group
Missouri
$981
BCH
618
Berkshire Capital Holdings
California
$892
RIL
619
Rothschild Investment LLC
Illinois
$892
PWM
620
Parkworth Wealth Management
California
$892
BI
621
Binnacle Investments
Iowa
$803
AF
622
Advisornet Financial
Minnesota
$803
HIA
623
HFM Investment Advisors
New Jersey
$803
CPG
624
Cornerstone Planning Group
New Jersey
$634
PWA
625
Physician Wealth Advisors
Utah
$625