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Coherent
COHR

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: 629 → 581 (-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: 20 → 12 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$217M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$159M
3
SHCM
Sachem Head Capital Management
New York
+$136M
4
Morgan Stanley
Morgan Stanley
New York
+$90.5M
5
BlackRock
BlackRock
New York
+$51.8M

Top Sellers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
-$315M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$139M
3
PC
PointState Capital
New York
-$115M
4
Invesco
Invesco
Georgia
-$111M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$72.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
701
Lee, Danner & Bass
Tennessee
– -$9.47K -100 Closed
CJ
702
Caitlin John
Michigan
– -$7.48K -79 Closed
FWM
703
FLP Wealth Management
Arkansas
– -$5.59K -59 Closed
GM
704
GeoWealth Management
Illinois
– -$4.07K -43 Closed
CIA
705
Cape Investment Advisory
Georgia
– -$3.32K -35 Closed
VHAM
706
Van Hulzen Asset Management
California
– -$2.84K -30 Closed
AWM
707
Avior Wealth Management
Nebraska
– -$2.65K -28 Closed
TPCW
708
TD Private Client Wealth
New York
– -$1.99K -21 Closed
CA
709
Continuum Advisory
Idaho
– -$1.52K -16 Closed
SAM
710
Synergy Asset Management
Washington
– -$1.07K -12 Closed
FMP
711
Financial Management Professionals
Texas
– -$758 -8 Closed
CPG
712
Cornerstone Planning Group
New Jersey
– -$488 -6 Closed
RTC
713
Riverview Trust Company
Washington
– -$568 -6 Closed
25 26 27 28
29

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.