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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
RWM
851
Rialto Wealth Management
New York
$3.69K
Toronto Dominion Bank
852
Toronto Dominion Bank
Ontario, Canada
$3.23K
SWA
853
Strategic Wealth Advisors
Arizona
$3K
AWM
854
Activest Wealth Management
Florida
$2.95K
AAG
855
Armstrong Advisory Group
Massachusetts
$2.77K
EF
856
Entrust Financial
Pennsylvania
$2.77K
NB
857
NBT Bank
New York
$2.77K
BHWM
858
Bay Harbor Wealth Management
Maryland
$2.77K
VWWMG
859
Vermillion & White Wealth Management Group
Pennsylvania
$2.58K
PWA
860
Physician Wealth Advisors
Utah
$2.58K
ECA
861
Elevated Capital Advisors
Utah
$2.58K
Optiver Holding
862
Optiver Holding
Netherlands
$2.4K
NEWAS
863
N.E.W. Advisory Services
Wisconsin
$2.4K
JFA
864
JNBA Financial Advisors
Minnesota
$2.21K
QC
865
Quent Capital
New York
$2.03K
RBC
866
Roble Belko & Company
Pennsylvania
$2K
BCH
867
Berkshire Capital Holdings
California
$1.85K
HIA
868
HFM Investment Advisors
New Jersey
$1.85K
SWM
869
SHP Wealth Management
Massachusetts
$1.8K
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
MA
874
Montag & Associates
Georgia
$1.28K
PWA
875
Principia Wealth Advisory
Texas
$1.11K