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Coherent

695 hedge funds and large institutions have $15.5B invested in Coherent in 2025 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 206 increasing their positions, 243 reducing their positions, and 78 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: 206 | Existing positions reduced: 243

Holders
695
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
AAP
601
Arax Advisory Partners
Colorado
$45.1K
TSMHT
602
Thurston Springer Miller Herd & Titak
Indiana
$43.1K
RFP
603
Root Financial Partners
California
$40.2K
QL
604
Quarry LP
New York
$39.4K
WANY
605
Wealthspire Advisors (New York)
New York
$37.6K
RA
606
Rise Advisors
New York
$36.2K
PS
607
Principal Securities
Iowa
$32.9K
M
608
MOTCO
Texas
$32.3K
PP
609
PFS Partners
New Jersey
$31.7K
PFBT
610
Parkside Financial Bank & Trust
Missouri
$28.1K
CAM
611
Close Asset Management
United Kingdom
$27K
MCM
612
MAI Capital Management
Ohio
$26.8K
1M
613
1248 Management
Missouri
$23.6K
DJSG
614
D.J. St. Germain
Massachusetts
$23.5K
Optiver Holding
615
Optiver Holding
Netherlands
$22.5K
TFG
616
Team Financial Group
California
$22.3K
Daiwa Securities Group
617
Daiwa Securities Group
Japan
$22K
AssetMark Inc
618
AssetMark Inc
California
$18.6K
OP
619
ORG Partners
Indiana
$18.1K
HWM
620
Hemington Wealth Management
Virginia
$18K
PWMG
621
Prestige Wealth Management Group
New Jersey
$16.9K
MA
622
MCF Advisors
Kentucky
$16.3K
SS
623
Sunbelt Securities
Texas
$16.2K
CTA
624
Colonial Trust Advisors
South Carolina
$16.2K
AG
625
AmeriFlex Group
Nevada
$16.2K