COHR icon

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
SWP
826
Strategic Wealth Partners
Ohio
$8.12K
B
827
Bayban
Minnesota
$8.12K
CWA
828
Carolina Wealth Advisors
South Carolina
$8.12K
SHIM
829
Stone House Investment Management
Pennsylvania
$7.38K
RWS
830
Retirement Wealth Solutions
Wisconsin
$7.2K
KFI
831
Key Financial Inc
Pennsylvania
$6.46K
LI
832
LRI Investments
Florida
$6.28K
S
833
Sachetta
Massachusetts
$6.09K
HFS
834
Hughes Financial Services
Virginia
$5.91K
SEP
835
Signature Equity Partners
Ohio
$5.91K
TWD
836
True Wealth Design
Ohio
$5.72K
ECM
837
Estabrook Capital Management
New York
$5.54K
CT
838
Clearstead Trust
Maine
$5.35K
RIL
839
Rothschild Investment LLC
Illinois
$4.8K
WWM
840
Wolff Wiese Magana
California
$4.62K
IAS
841
IMA Advisory Services
Colorado
$4.61K
II
842
Inspire Investing
Idaho
$4.46K
BWL
843
Bogart Wealth LLC
Virginia
$4.43K
MAM
844
Marquette Asset Management
Minnesota
$4.43K
CA
845
CoreCap Advisors
Michigan
$4.25K
KG
846
Kilter Group
New York
$4.06K
CH
847
Cromwell Holdings
Wyoming
$4.06K
SIC
848
SJS Investment Consulting
Ohio
$4.06K
TFA
849
Transamerica Financial Advisors
Florida
$4.06K
SC
850
SouthState Corp
Florida
$3.88K