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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
BEI
651
Benjamin Edwards Inc
Missouri
$319K
AIC
652
Archer Investment Corporation
Indiana
$316K
CFGW
653
Chancellor Financial Group WB
Pennsylvania
$316K
DB
654
Danske Bank
Denmark
$314K
GCP
655
GSA Capital Partners
United Kingdom
$311K
CL
656
Choreo LLC
Illinois
$310K
ERSOT
657
Employees Retirement System of Texas
Texas
$309K
WWM
658
Whalen Wealth Management
Nevada
$305K
SWM
659
Segment Wealth Management
Texas
$301K
WA
660
Waverly Advisors
Alabama
$299K
WAP
661
Wealthcare Advisory Partners
Pennsylvania
$299K
MMM
662
Mendel Money Management
Illinois
$297K
KWA
663
Kingswood Wealth Advisors
California
$294K
PCS
664
Personal CFO Solutions
New Jersey
$291K
IAA
665
Independent Advisor Alliance
North Carolina
$290K
CFG
666
Citizens Financial Group
Rhode Island
$286K
PTC
667
Private Trust Company
Ohio
$285K
EC
668
EntryPoint Capital
New York
$285K
AT
669
American Trust
Kentucky
$280K
SPIA
670
Steward Partners Investment Advisory
New York
$279K
SC
671
Savant Capital
Illinois
$279K
FDP
672
Financiere des Professionnels
Quebec, Canada
$279K
FNT
673
First National Trust
Pennsylvania
$278K
AAM
674
Advisors Asset Management
Colorado
$278K
FIB
675
First Interstate Bank
Montana
$277K