COHR icon

Coherent

885 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 259 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: $

26% more funds holding

Funds holding: 701885 (+184)

12.4% more ownership

Funds ownership: 92.41%104.81% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
885
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
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
AssetMark Inc
776
AssetMark Inc
California
$34.1K
CIAM
777
Caitong International Asset Management
Hong Kong
$33.6K
PWMG
778
Prestige Wealth Management Group
New Jersey
$33.2K
OP
779
ORG Partners
Indiana
$31.6K
AW
780
Avion Wealth
Texas
$30K
VSQM
781
V-Square Quantitative Management
Illinois
$29K
NS
782
NBC Securities
Alabama
$28.4K
CTA
783
Colonial Trust Advisors
South Carolina
$27.7K
BAM
784
BOCHK Asset Management
Hong Kong
$27.7K
MA
785
MCF Advisors
Kentucky
$27.3K
FHC
786
First Horizon Corporation
Tennessee
$27.3K
MWPCG
787
Measured Wealth Private Client Group
New Hampshire
$26K
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$24.4K
FFO
789
Fortitude Family Office
Arizona
$24K
ITIM
790
Indiana Trust & Investment Management
Indiana
$24K
ZBNA
791
Zions Bancorporation, National Association
Utah
$24K
MEG
792
Millstone Evans Group
Colorado
$22.3K
SWA
793
SOA Wealth Advisors
New York
$22.3K
CLOS
794
Compagnie Lombard Odier SCmA
Switzerland
$20.3K
WA
795
WPG Advisers
Maryland
$19.7K
BIA
796
Bell Investment Advisors
California
$19.7K
CAM
797
Costello Asset Management
Pennsylvania
$18.5K
IPS
798
Investors Portfolio Services
Washington
$18.2K
RF
799
Rossby Financial
Florida
$17.5K
T. Rowe Price Investment Management
800
T. Rowe Price Investment Management
Maryland
$17K