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Coherent

898 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 248 increasing their positions, 289 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: $

28% more funds holding

Funds holding: 701898 (+197)

12.47% more ownership

Funds ownership: 92.45%104.92% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 289

Holders
898
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
MAM
776
Morse Asset Management
Connecticut
$46.1K
CAM
777
Close Asset Management
United Kingdom
$46K
MCM
778
MAI Capital Management
Ohio
$43.4K
1M
779
1248 Management
Missouri
$40.4K
DJSG
780
D.J. St. Germain
Massachusetts
$40.2K
TFG
781
Team Financial Group
California
$38.2K
Daiwa Securities Group
782
Daiwa Securities Group
Japan
$37K
EW
783
Elyxium Wealth
California
$35.1K
AssetMark Inc
784
AssetMark Inc
California
$34.1K
PWMG
785
Prestige Wealth Management Group
New Jersey
$33.2K
OP
786
ORG Partners
Indiana
$31.6K
AW
787
Avion Wealth
Texas
$30K
VSQM
788
V-Square Quantitative Management
Illinois
$29K
NS
789
NBC Securities
Alabama
$28.4K
CTA
790
Colonial Trust Advisors
South Carolina
$27.7K
BAM
791
BOCHK Asset Management
Hong Kong
$27.7K
MA
792
MCF Advisors
Kentucky
$27.3K
FHC
793
First Horizon Corporation
Tennessee
$27.3K
MWPCG
794
Measured Wealth Private Client Group
New Hampshire
$26K
FMII
795
Farmers & Merchants Investments Inc
Nebraska
$24.4K
FFO
796
Fortitude Family Office
Arizona
$24K
ZBNA
797
Zions Bancorporation, National Association
Utah
$24K
ITIM
798
Indiana Trust & Investment Management
Indiana
$24K
SWA
799
SOA Wealth Advisors
New York
$22.3K
MEG
800
Millstone Evans Group
Colorado
$22.3K