COHR icon

Coherent

1,095 hedge funds and large institutions have $41.6B invested in Coherent in 2026 Q1 according to their latest regulatory filings, with 317 funds opening new positions, 345 increasing their positions, 346 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

21% more call options, than puts

Call options by funds: $1.61B | Put options by funds: $1.33B

0% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 346

11.49% less ownership

Funds ownership: 104.92%93.43% (-11%)

Holders
1,095
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.61B
Puts
$1.33B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
826
Congress Asset Management
Massachusetts
$286K
IFG
827
Independent Financial Group
California
$283K
SAM
828
Smithbridge Asset Management
Pennsylvania
$280K
SW
829
SMART Wealth
Nebraska
$279K
KFG
830
Kingdom Financial Group
Arizona
$278K
LAS
831
Lloyd Advisory Services
Georgia
$278K
TCM
832
TABR Capital Management
California
$277K
CICI
833
Capital Investment Counsel Inc
North Carolina
$276K
LCM
834
Legato Capital Management
California
$275K
AOWM
835
Asset One Wealth Management
Washington
$275K
PGFC
836
Peapack-Gladstone Financial Corp
New Jersey
$270K
PWMAG
837
Pinnacle Wealth Management Advisory Group
New Jersey
$270K
TPI
838
Trust Point Inc
Wisconsin
$269K
IA
839
Inspire Advisors
Idaho
$268K
SFO
840
Stokes Family Office
Louisiana
$268K
WB
841
WesBanco Bank
West Virginia
$267K
CCS
842
Concentric Capital Strategies
Connecticut
$267K
JHP
843
James Hambro & Partners
United Kingdom
$262K
C
844
Certuity
Florida
$261K
Two Sigma Investments
845
Two Sigma Investments
New York
$260K
PP
846
PDS Planning
Ohio
$259K
UB
847
UMB Bank
Missouri
$258K
BONST
848
Bank of Nova Scotia Trust
Ontario, Canada
$258K
GWMR
849
GC Wealth Management RIA
Massachusetts
$256K
BCM
850
Bourgeon Capital Management
Connecticut
$251K