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Coherent

701 hedge funds and large institutions have $15.5B invested in Coherent in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 207 increasing their positions, 244 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: 207 | Existing positions reduced: 244

Holders
701
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
PGAM
651
Princeton Global Asset Management
New Jersey
$5.92K
HFS
652
Hughes Financial Services
Virginia
$5.67K
AIM
653
Anchor Investment Management
South Carolina
$5.49K
SGK
654
Steigerwald Gordon & Koch
Virginia
$5.39K
SWP
655
Strategic Wealth Partners
Ohio
$4.74K
SHIM
656
Stone House Investment Management
Pennsylvania
$4.31K
GTAM
657
Global Trust Asset Management
Florida
$4.09K
KFI
658
Key Financial Inc
Pennsylvania
$4.01K
CCM
659
Cloud Capital Management
Washington
$4K
RWS
660
Retirement Wealth Solutions
Wisconsin
$3.77K
S
661
Sachetta
Massachusetts
$3.56K
ECM
662
Estabrook Capital Management
New York
$3.23K
AW
663
Avion Wealth
Texas
$3K
HHGA
664
Halbert Hargrove Global Advisors
California
$2.8K
CT
665
Clearstead Trust
Maine
$2.8K
VWM
666
Vermillion Wealth Management
Minnesota
$2.8K
WWM
667
Wolff Wiese Magana
California
$2.69K
TWD
668
True Wealth Design
Ohio
$2.69K
RF
669
Rossby Financial
Florida
$2.64K
BWL
670
Bogart Wealth LLC
Virginia
$2.58K
CH
671
Cromwell Holdings
Wyoming
$2.37K
KG
672
Kilter Group
New York
$2.37K
SC
673
SouthState Corp
Florida
$1.94K
SIC
674
SJS Investment Consulting
Ohio
$1.83K
RWM
675
Rialto Wealth Management
New York
$1.83K