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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
MAM
676
Marquette Asset Management
Minnesota
$1.72K
VWWMG
677
Vermillion & White Wealth Management Group
Pennsylvania
$1.51K
NEWAS
678
N.E.W. Advisory Services
Wisconsin
$1.4K
BCH
679
Berkshire Capital Holdings
California
$1.08K
RIL
680
Rothschild Investment LLC
Illinois
$1.08K
GA
681
Guerra Advisors
Florida
$1.08K
CAL
682
Capital Advisors Ltd
Ohio
$1K
AF
683
Advisornet Financial
Minnesota
$969
BI
684
Binnacle Investments
Iowa
$969
HIA
685
HFM Investment Advisors
New Jersey
$969
CPG
686
Cornerstone Planning Group
New Jersey
$929
TFA
687
Transamerica Financial Advisors
Florida
$862
BHWM
688
Bay Harbor Wealth Management
Maryland
$861
DF
689
DecisionPoint Financial
Arizona
$803
PWA
690
Physician Wealth Advisors
Utah
$755
TIM
691
Tortoise Investment Management
New York
$754
TCM
692
TD Capital Management
Tennessee
$539
PWA
693
Principia Wealth Advisory
Texas
$539
HI
694
Hoey Investments
Pennsylvania
$431
CJ
695
Caitlin John
Michigan
$431
ACA
696
American Capital Advisory
Idaho
$324
MCM
697
MV Capital Management
Maryland
$216
PWAM
698
Private Wealth Asset Management
Iowa
$215
GWSG
699
GPS Wealth Strategies Group
Colorado
$215
FMP
700
Financial Management Professionals
Texas
$215