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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
BWA
701
BlueChip Wealth Advisors
Georgia
$237K
MFG
702
MidWestOne Financial Group
Iowa
$237K
DWM
703
Dakota Wealth Management
Florida
$235K
ACM
704
Advisors Capital Management
New Jersey
$232K
ASN
705
Advisory Services Network
Georgia
$228K
RA
706
RiverPark Advisors
New York
$225K
AIM
707
Arcadia Investment Management
Michigan
$224K
HCM
708
Hollencrest Capital Management
California
$224K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
709
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222K
DAS
710
Diversify Advisory Services
Utah
$221K
HBS
711
Howard Bailey Securities
Indiana
$219K
MYIA
712
Mount Yale Investment Advisors
Colorado
$217K
CPIG
713
Chicago Partners Investment Group
Illinois
$216K
AWA
714
Arkadios Wealth Advisors
Georgia
$215K
MWM
715
Modern Wealth Management
Kansas
$215K
HIP
716
HUB Investment Partners
Texas
$214K
CICI
717
Capital Investment Counsel Inc
North Carolina
$214K
SF
718
Summit Financial
New Jersey
$212K
FIA
719
Foundations Investment Advisors
Arizona
$210K
SFO
720
Stokes Family Office
Louisiana
$208K
RIA
721
Retirement Investment Advisors
Oklahoma
$207K
BONST
722
Bank of Nova Scotia Trust
Ontario, Canada
$205K
AGDI
723
Absolute Gestao de Investimentos
Brazil
$205K
B
724
Bailard
California
$205K
MGCM
725
Mane Global Capital Management
New York
$203K