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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
BFS
801
Bare Financial Services
Pennsylvania
$16.4K
PWMG
802
Private Wealth Management Group
New Jersey
$16.2K
HHCP
803
Hilton Head Capital Partners
South Carolina
$16.2K
BBHC
804
Brown Brothers Harriman & Co
New York
$15.1K
SS
805
Sunbelt Securities
Texas
$13.8K
CFM
806
Cornerstone Financial Management
Massachusetts
$13.7K
BCV
807
Banque Cantonale Vaudoise
Switzerland
$13K
MCA
808
McGuire Capital Advisors
Oklahoma
$11.8K
TPCW
809
TD Private Client Wealth
New York
$10.7K
CFD
810
Creative Financial Designs
Indiana
$10.3K
KFP
811
Kerr Financial Planning
California
$10.2K
AG
812
AmeriFlex Group
Nevada
$10.2K
PGAM
813
Princeton Global Asset Management
New Jersey
$10.2K
DT
814
DV Trading
Illinois
$9.78K
LSA
815
Leonteq Securities AG
Switzerland
$9.41K
SGK
816
Steigerwald Gordon & Koch
Virginia
$9.23K
TAM
817
Tucker Asset Management
Colorado
$9.04K
CWA
818
Carolina Wealth Advisors
South Carolina
$8.12K
SHIM
819
Stone House Investment Management
Pennsylvania
$7.38K
RWS
820
Retirement Wealth Solutions
Wisconsin
$7.2K
KFI
821
Key Financial Inc
Pennsylvania
$6.46K
LI
822
LRI Investments
Florida
$6.28K
S
823
Sachetta
Massachusetts
$6.09K
HFS
824
Hughes Financial Services
Virginia
$5.91K
SEP
825
Signature Equity Partners
Ohio
$5.91K