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Coherent

898 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 248 increasing their positions, 289 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: $

28% more funds holding

Funds holding: 701898 (+197)

12.47% more ownership

Funds ownership: 92.45%104.92% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 289

Holders
898
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
CSA
651
Cornerstone Select Advisors
Missouri
$324K
NWAG
652
Net Worth Advisory Group
Utah
$324K
BWG
653
Balanced Wealth Group
Ohio
$321K
BEI
654
Benjamin Edwards Inc
Missouri
$319K
AIC
655
Archer Investment Corporation
Indiana
$316K
CFGW
656
Chancellor Financial Group WB
Pennsylvania
$316K
DB
657
Danske Bank
Denmark
$314K
GCP
658
GSA Capital Partners
United Kingdom
$311K
CL
659
Choreo LLC
Illinois
$310K
ERSOT
660
Employees Retirement System of Texas
Texas
$309K
WWM
661
Whalen Wealth Management
Nevada
$305K
SWM
662
Segment Wealth Management
Texas
$301K
WA
663
Waverly Advisors
Alabama
$299K
WAP
664
Wealthcare Advisory Partners
Pennsylvania
$299K
MMM
665
Mendel Money Management
Illinois
$297K
KWA
666
Kingswood Wealth Advisors
California
$294K
PCS
667
Personal CFO Solutions
New Jersey
$291K
IAA
668
Independent Advisor Alliance
North Carolina
$290K
CFG
669
Citizens Financial Group
Rhode Island
$286K
PTC
670
Private Trust Company
Ohio
$285K
EC
671
EntryPoint Capital
New York
$285K
AT
672
American Trust
Kentucky
$280K
SPIA
673
Steward Partners Investment Advisory
New York
$279K
SC
674
Savant Capital
Illinois
$279K
FDP
675
Financiere des Professionnels
Quebec, Canada
$279K