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Coherent
COHR

899 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 248 increasing their positions, 289 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 271 | Existing positions closed: 57

111% more funds holding in top 10

Funds holding in top 10: 18 → 38 (+20)

96% more capital invested

Capital invested by funds: $15.5B → $30.4B (+$14.9B)

37% more call options, than puts

Call options by funds: $956M | Put options by funds: $698M

28% more funds holding

Funds holding: 701 → 899 (+198)

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
899
Holders Change
+198
Holders Change %
+28.25%
% of All Funds
10.93%
Holding in Top 10
38
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+111.11%
% of All Funds
0.46%
New
271
Increased
248
Reduced
289
Closed
57
Calls
$956M
Puts
$698M
Net Calls
+$257M
Net Calls Change
+$305M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.61B
2
BCI
Bain Capital Investors
Massachusetts
+$1.46B
3
Jane Street
Jane Street
New York
+$525M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$275M
5
Goldman Sachs
Goldman Sachs
New York
+$249M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$781M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$290M
3
Ameriprise
Ameriprise
Minnesota
-$277M
4
Invesco
Invesco
Georgia
-$152M
5
FCM
Frontier Capital Management
Massachusetts
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
851
Rialto Wealth Management
New York
$3.69K +$449 +3 +18%
Toronto Dominion Bank
852
Toronto Dominion Bank
Ontario, Canada
$3.23K +$2.69K +18 New
SWA
853
Strategic Wealth Advisors
Arizona
$3K +$2.99K +20 New
AWM
854
Activest Wealth Management
Florida
$2.95K -$8.53K -57 -78%
AAG
855
Armstrong Advisory Group
Massachusetts
$2.77K +$2.24K +15 New
EF
856
Entrust Financial
Pennsylvania
$2.77K +$2.24K +15 New
NB
857
NBT Bank
New York
$2.77K +$27.7K +185 New
BHWM
858
Bay Harbor Wealth Management
Maryland
$2.77K +$1.05K +7 +88%
VWWMG
859
Vermillion & White Wealth Management Group
Pennsylvania
$2.58K – – –
PWA
860
Physician Wealth Advisors
Utah
$2.58K +$1.05K +7 +100%
ECA
861
Elevated Capital Advisors
Utah
$2.58K +$2.09K +14 New
Optiver Holding
862
Optiver Holding
Netherlands
$2.4K -$29.3K -196 -94%
NEWAS
863
N.E.W. Advisory Services
Wisconsin
$2.4K – – –
JFA
864
JNBA Financial Advisors
Minnesota
$2.21K +$1.79K +12 New
QC
865
Quent Capital
New York
$2.03K +$1.65K +11 New
RBC
866
Roble Belko & Company
Pennsylvania
$2K +$1.2K +8 +800%
BCH
867
Berkshire Capital Holdings
California
$1.85K – – –
HIA
868
HFM Investment Advisors
New Jersey
$1.85K +$150 +1 +11%
SWM
869
SHP Wealth Management
Massachusetts
$1.8K +$1.5K +10 New
AF
870
Advisornet Financial
Minnesota
$1.66K – – –
CPG
871
Cornerstone Planning Group
New Jersey
$1.55K – – –
DF
872
DecisionPoint Financial
Arizona
$1.29K – – –
DWM
873
Dogwood Wealth Management
Kansas
$1.29K +$1.05K +7 New
MA
874
Montag & Associates
Georgia
$1.28K +$1.05K +7 New
PWA
875
Principia Wealth Advisory
Texas
$1.11K +$150 +1 +20%
33 34
35
36 37

COHR Hedge Fund Activity: Q4 2025 in Review

899 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Coherent (COHR) for Q4 2025, worth a combined $30.4B — up 96% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 271 funds opened new COHR positions and 57 closed out — a net gain of 214 holders — while 248 added to existing stakes and 289 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.61B. The largest seller was Wellington Management Group, cutting an estimated $781M.

  • 899 institutional investors held Coherent (COHR) as of Q4 2025, up from 701 in Q3 2025.
  • Funds reported $30.4B of Coherent stock for Q4 2025, up 96% quarter-over-quarter.
  • 271 funds opened new Coherent positions in Q4 2025 and 57 closed out, a net change of +214 holders.
  • The largest Coherent buyer in Q4 2025 was Fidelity Investments, an estimated $1.61B added.
  • The largest Coherent seller in Q4 2025 was Wellington Management Group, an estimated $781M sold.

Based on aggregated 13F filings for Q4 2025.