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Coherent

688 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, 204 increasing their positions, 241 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: 204 | Existing positions reduced: 241

Holders
688
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
S
651
Sachetta
Massachusetts
$3.56K
ECM
652
Estabrook Capital Management
New York
$3.23K
AW
653
Avion Wealth
Texas
$3K
HHGA
654
Halbert Hargrove Global Advisors
California
$2.8K
CT
655
Clearstead Trust
Maine
$2.8K
VWM
656
Vermillion Wealth Management
Minnesota
$2.8K
WWM
657
Wolff Wiese Magana
California
$2.69K
TWD
658
True Wealth Design
Ohio
$2.69K
RF
659
Rossby Financial
Florida
$2.64K
BWL
660
Bogart Wealth LLC
Virginia
$2.58K
CH
661
Cromwell Holdings
Wyoming
$2.37K
SC
662
SouthState Corp
Florida
$1.94K
SIC
663
SJS Investment Consulting
Ohio
$1.83K
RWM
664
Rialto Wealth Management
New York
$1.83K
MAM
665
Marquette Asset Management
Minnesota
$1.72K
VWWMG
666
Vermillion & White Wealth Management Group
Pennsylvania
$1.51K
NEWAS
667
N.E.W. Advisory Services
Wisconsin
$1.4K
RIL
668
Rothschild Investment LLC
Illinois
$1.08K
BCH
669
Berkshire Capital Holdings
California
$1.08K
GA
670
Guerra Advisors
Florida
$1.08K
CAL
671
Capital Advisors Ltd
Ohio
$1K
HIA
672
HFM Investment Advisors
New Jersey
$969
AF
673
Advisornet Financial
Minnesota
$969
BI
674
Binnacle Investments
Iowa
$969
CPG
675
Cornerstone Planning Group
New Jersey
$929