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Coherent

892 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 266 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: $

27% more funds holding

Funds holding: 700892 (+192)

12.5% more ownership

Funds ownership: 92.41%104.91% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
892
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
SIM
676
Sandia Investment Management
Massachusetts
$277K
PAG
677
Private Advisory Group
Washington
$276K
CI
678
Cigna Investments
Connecticut
$274K
KFG
679
Kingdom Financial Group
Arizona
$273K
HNB
680
Huntington National Bank
Ohio
$273K
WIA
681
World Investment Advisors
California
$273K
BCM
682
Brookstone Capital Management
Illinois
$270K
S
683
SignatureFD
Georgia
$269K
HA
684
Herold Advisors
New York
$264K
PPWP
685
Premier Path Wealth Partners
New Jersey
$264K
SW
686
Simplicity Wealth
New Jersey
$263K
CIBC World Market
687
CIBC World Market
Ontario, Canada
$262K
OLA
688
Oliver Luxxe Assets
New Jersey
$258K
PCM
689
Parsons Capital Management
Rhode Island
$249K
TC
690
Trilogy Capital
California
$249K
Allspring Global Investments
691
Allspring Global Investments
North Carolina
$247K
SDWMA
692
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K
CAS
693
CTC Alternative Strategies
Illinois
$245K
AWM
694
Avior Wealth Management
Nebraska
$245K
IWC
695
Integrated Wealth Concepts
Massachusetts
$244K
PAM
696
PVG Asset Management
Colorado
$244K
SRC
697
Sage Rhino Capital
California
$243K
CAM
698
Cresset Asset Management
Illinois
$241K
EGM
699
Engineers Gate Manager
New York
$241K
HWA
700
HCR Wealth Advisors
California
$240K