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Coherent

885 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 259 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: $

26% more funds holding

Funds holding: 701885 (+184)

12.4% more ownership

Funds ownership: 92.41%104.81% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
CL
651
Choreo LLC
Illinois
$310K
ERSOT
652
Employees Retirement System of Texas
Texas
$309K
WWM
653
Whalen Wealth Management
Nevada
$305K
SWM
654
Segment Wealth Management
Texas
$301K
WA
655
Waverly Advisors
Alabama
$299K
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$299K
MMM
657
Mendel Money Management
Illinois
$297K
KWA
658
Kingswood Wealth Advisors
California
$294K
PCS
659
Personal CFO Solutions
New Jersey
$291K
IAA
660
Independent Advisor Alliance
North Carolina
$290K
CFG
661
Citizens Financial Group
Rhode Island
$286K
PTC
662
Private Trust Company
Ohio
$285K
EC
663
EntryPoint Capital
New York
$285K
AT
664
American Trust
Kentucky
$280K
SPIA
665
Steward Partners Investment Advisory
New York
$279K
SC
666
Savant Capital
Illinois
$279K
FDP
667
Financiere des Professionnels
Quebec, Canada
$279K
FNT
668
First National Trust
Pennsylvania
$278K
AAM
669
Advisors Asset Management
Colorado
$278K
FIB
670
First Interstate Bank
Montana
$277K
SIM
671
Sandia Investment Management
Massachusetts
$277K
PAG
672
Private Advisory Group
Washington
$276K
CI
673
Cigna Investments
Connecticut
$274K
KFG
674
Kingdom Financial Group
Arizona
$273K
HNB
675
Huntington National Bank
Ohio
$273K