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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
RWS
826
Retirement Wealth Solutions
Wisconsin
$7.2K
KFI
827
Key Financial Inc
Pennsylvania
$6.46K
LI
828
LRI Investments
Florida
$6.28K
S
829
Sachetta
Massachusetts
$6.09K
HFS
830
Hughes Financial Services
Virginia
$5.91K
SEP
831
Signature Equity Partners
Ohio
$5.91K
TWD
832
True Wealth Design
Ohio
$5.72K
ECM
833
Estabrook Capital Management
New York
$5.54K
CT
834
Clearstead Trust
Maine
$5.35K
RIL
835
Rothschild Investment LLC
Illinois
$4.8K
WWM
836
Wolff Wiese Magana
California
$4.62K
IAS
837
IMA Advisory Services
Colorado
$4.61K
II
838
Inspire Investing
Idaho
$4.46K
BWL
839
Bogart Wealth LLC
Virginia
$4.43K
MAM
840
Marquette Asset Management
Minnesota
$4.43K
CA
841
CoreCap Advisors
Michigan
$4.25K
KG
842
Kilter Group
New York
$4.06K
CH
843
Cromwell Holdings
Wyoming
$4.06K
SIC
844
SJS Investment Consulting
Ohio
$4.06K
TFA
845
Transamerica Financial Advisors
Florida
$4.06K
SC
846
SouthState Corp
Florida
$3.88K
RWM
847
Rialto Wealth Management
New York
$3.69K
Toronto Dominion Bank
848
Toronto Dominion Bank
Ontario, Canada
$3.23K
SWA
849
Strategic Wealth Advisors
Arizona
$3K
AWM
850
Activest Wealth Management
Florida
$2.95K