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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
SGK
651
Steigerwald Gordon & Koch
Virginia
$5.39K
SWP
652
Strategic Wealth Partners
Ohio
$4.74K
SHIM
653
Stone House Investment Management
Pennsylvania
$4.31K
GTAM
654
Global Trust Asset Management
Florida
$4.09K
KFI
655
Key Financial Inc
Pennsylvania
$4.01K
CCM
656
Cloud Capital Management
Washington
$4K
RWS
657
Retirement Wealth Solutions
Wisconsin
$3.77K
S
658
Sachetta
Massachusetts
$3.56K
ECM
659
Estabrook Capital Management
New York
$3.23K
AW
660
Avion Wealth
Texas
$3K
CT
661
Clearstead Trust
Maine
$2.8K
HHGA
662
Halbert Hargrove Global Advisors
California
$2.8K
VWM
663
Vermillion Wealth Management
Minnesota
$2.8K
WWM
664
Wolff Wiese Magana
California
$2.69K
TWD
665
True Wealth Design
Ohio
$2.69K
RF
666
Rossby Financial
Florida
$2.64K
BWL
667
Bogart Wealth LLC
Virginia
$2.58K
CH
668
Cromwell Holdings
Wyoming
$2.37K
SC
669
SouthState Corp
Florida
$1.94K
SIC
670
SJS Investment Consulting
Ohio
$1.83K
RWM
671
Rialto Wealth Management
New York
$1.83K
MAM
672
Marquette Asset Management
Minnesota
$1.72K
VWWMG
673
Vermillion & White Wealth Management Group
Pennsylvania
$1.51K
NEWAS
674
N.E.W. Advisory Services
Wisconsin
$1.4K
RIL
675
Rothschild Investment LLC
Illinois
$1.08K