We are live on ! Find out more
COHR icon

Coherent

581 hedge funds and large institutions have $9.35B invested in Coherent in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 227 increasing their positions, 181 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $347M | Put options by funds: $206M

25% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 181

0.25% less ownership

Funds ownership: 92.19%91.94% (-0.25%)

8% less funds holding

Funds holding: 629581 (-48)

27% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 132

31% less capital invested

Capital invested by funds: $13.5B → $9.35B (-$4.16B)

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
581
Holders Change
-48
Holders Change %
-7.63%
% of All Funds
7.79%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
97
Increased
227
Reduced
181
Closed
132
Calls
$347M
Puts
$206M
Net Calls
+$141M
Net Calls Change
+$9.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
676
Pinnacle Wealth Planning Services
Ohio
-$252K -2,662 Closed
PCA
677
Pallas Capital Advisors
Massachusetts
-$250K -2,640 Closed
CIM
678
CIM Investment Management
Pennsylvania
-$237K -2,504 Closed
FWM
679
Forza Wealth Management
Florida
-$233K -2,461 Closed
EWA
680
EP Wealth Advisors
California
-$227K -2,397 Closed
WWM
681
Whalen Wealth Management
Nevada
-$227K -2,393 Closed
SRC
682
Sage Rhino Capital
California
-$226K -2,386 Closed
CF
683
Centaurus Financial
California
-$217K -2,286 Closed
MFAM
684
Motley Fool Asset Management
Virginia
-$216K -2,278 Closed
SLAM
685
Swiss Life Asset Management
-$213K -2,256 Closed
NFC
686
Northeast Financial Consultants
Connecticut
-$208K -2,200 Closed
PFG
687
Prosperity Financial Group
California
-$207K -2,184 Closed
SWM
688
SeaCrest Wealth Management
New York
-$202K -2,135 Closed
ACM
689
Adalta Capital Management
New York
-$189K -2,000 Closed
GCS
690
Gordian Capital (Singapore)
Singapore
-$152K -1,600 Closed
KC
691
Knuff & Co
California
-$75.8K -800 Closed
CWM
692
Compass Wealth Management
Connecticut
-$70.1K -740 Closed
BP
693
BNP Paribas
France
-$69.5K -739 Closed
CFG
694
CKW Financial Group
Hawaii
-$66K -700 Closed
MCP
695
Militia Capital Partners
Nevada
-$63.5K -670 Closed
PAM
696
Pinpoint Asset Management
Hong Kong
-$34.5K -364 Closed
LFA
697
LGT Financial Advisors
Texas
-$25.2K -266 Closed
NRG
698
Nemes Rush Group
Michigan
-$18.9K -200 Closed
MTC
699
Matrix Trust Company
Colorado
-$13K -138 Closed
VWM
700
Venturi Wealth Management
Texas
-$11K -116 Closed

COHR Hedge Fund Activity: Q1 2025 in Review

581 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q1 2025, worth a combined $9.35B — down 31% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of COHR and 97 opened new positions — a net loss of 35 holders — while 181 trimmed existing stakes and 227 added.

The largest buyer was Wellington Management Group, adding an estimated $217M. The largest seller was Dodge & Cox, cutting an estimated $315M.

  • 581 institutional investors held Coherent (COHR) as of Q1 2025, down from 629 in Q4 2024.
  • Funds reported $9.35B of Coherent stock for Q1 2025, down 31% quarter-over-quarter.
  • 97 funds opened new Coherent positions in Q1 2025 and 132 closed out, a net change of -35 holders.
  • The largest Coherent buyer in Q1 2025 was Wellington Management Group, an estimated $217M added.
  • The largest Coherent seller in Q1 2025 was Dodge & Cox, an estimated $315M sold.

Based on aggregated 13F filings for Q1 2025.