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Coherent

892 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 248 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

27% more funds holding

Funds holding: 700892 (+192)

12.5% more ownership

Funds ownership: 92.41%104.91% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$956M
Puts
$698M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
626
Level Four Advisory Services
Texas
$393K
UB
627
UMB Bank
Missouri
$387K
NG
628
Norden Group
Utah
$385K
HP
629
Hilltop Partners
Indiana
$381K
SFG
630
Sunburst Financial Group
Alabama
$375K
SC
631
Syon Capital
California
$375K
NL
632
NKCFO LLC
Illinois
$369K
TC
633
Truvestments Capital
Florida
$362K
KF
634
Krilogy Financial
Missouri
$361K
PA
635
Parallel Advisors
California
$359K
BSB
636
Bangor Savings Bank
Maine
$357K
GS
637
GWN Securities
Florida
$356K
1CM
638
1492 Capital Management
Wisconsin
$354K
MVF
639
Markin Volterra Fund
New York
$350K
MG
640
McHugh Group
Ohio
$348K
WMS
641
Wealth Management Strategies
Pennsylvania
$347K
RIM
642
Reliant Investment Management
Tennessee
$341K
EAM
643
Erste Asset Management
Austria
$337K
LKIM
644
Lawson Kroeker Investment Management
Nebraska
$332K
CTA
645
Chesley Taft & Associates
Illinois
$327K
NFSG
646
Newbridge Financial Services Group
Florida
$325K
1IA
647
1620 Investment Advisors
Massachusetts
$325K
CSA
648
Cornerstone Select Advisors
Missouri
$324K
NWAG
649
Net Worth Advisory Group
Utah
$324K
BWG
650
Balanced Wealth Group
Ohio
$321K