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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
AWM
851
Avior Wealth Management
Nebraska
$249K
EWM
852
Empirical Wealth Management
Washington
$247K
EPW
853
Evolve Private Wealth
California
$246K
DIM
854
DLK Investment Management
California
$245K
AT
855
American Trust
Kentucky
$242K
MWM
856
Moran Wealth Management
Florida
$242K
SB
857
Simmons Bank
Arkansas
$240K
ONB
858
Old National Bancorp
Indiana
$240K
AFG
859
Albion Financial Group
Utah
$238K
ZF
860
Zhang Financial
Michigan
$238K
GC
861
Gibson Capital
Pennsylvania
$238K
LS
862
Livforsakringsbolaget Skandia
Sweden
$238K
SCM
863
Shelton Capital Management
Colorado
$236K
3IP
864
3Chopt Investment Partners
Virginia
$236K
RCA
865
Resonant Capital Advisors
Wisconsin
$236K
AC
866
Apella Capital
Connecticut
$236K
FCP
867
Fidelis Capital Partners
Florida
$235K
QFA
868
Quantum Financial Advisors
California
$233K
IIC
869
Ironwood Investment Counsel
Arizona
$231K
MNBTD
870
Moody National Bank Trust Division
Texas
$229K
PWM
871
Perigon Wealth Management
California
$228K
BFA
872
Bill Few Associates
Pennsylvania
$226K
FMI
873
Frec Markets Inc
California
$226K
WJA
874
Willis Johnson & Associates
Texas
$224K
GGI
875
Godsey & Gibb Inc
Virginia
$224K