COHR icon

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
Bessemer Group
601
Bessemer Group
New Jersey
$48K
TFA
602
Toth Financial Advisory
Virginia
$45.7K
WTC
603
WhitTier Trust Company
Nevada
$45.4K
AAP
604
Arax Advisory Partners
Colorado
$45.1K
TSMHT
605
Thurston Springer Miller Herd & Titak
Indiana
$43.1K
RFP
606
Root Financial Partners
California
$40.2K
QL
607
Quarry LP
New York
$39.4K
WANY
608
Wealthspire Advisors (New York)
New York
$37.6K
RA
609
Rise Advisors
New York
$36.2K
PS
610
Principal Securities
Iowa
$32.9K
M
611
MOTCO
Texas
$32.3K
PP
612
PFS Partners
New Jersey
$31.7K
PFBT
613
Parkside Financial Bank & Trust
Missouri
$28.1K
CAM
614
Close Asset Management
United Kingdom
$27K
MCM
615
MAI Capital Management
Ohio
$26.8K
1M
616
1248 Management
Missouri
$23.6K
DJSG
617
D.J. St. Germain
Massachusetts
$23.5K
Optiver Holding
618
Optiver Holding
Netherlands
$22.5K
TFG
619
Team Financial Group
California
$22.3K
Daiwa Securities Group
620
Daiwa Securities Group
Japan
$22K
AssetMark Inc
621
AssetMark Inc
California
$18.6K
OP
622
ORG Partners
Indiana
$18.1K
HWM
623
Hemington Wealth Management
Virginia
$18K
PWMG
624
Prestige Wealth Management Group
New Jersey
$16.9K
MA
625
MCF Advisors
Kentucky
$16.3K