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Coherent

892 hedge funds and large institutions have $30.4B invested in Coherent in 2025 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 248 increasing their positions, 288 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: $

27% more funds holding

Funds holding: 700892 (+192)

12.5% more ownership

Funds ownership: 92.41%104.91% (+12%)

14% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 288

Holders
892
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
EF
851
Entrust Financial
Pennsylvania
$2.77K
AAG
852
Armstrong Advisory Group
Massachusetts
$2.77K
NB
853
NBT Bank
New York
$2.77K
BHWM
854
Bay Harbor Wealth Management
Maryland
$2.77K
VWWMG
855
Vermillion & White Wealth Management Group
Pennsylvania
$2.58K
PWA
856
Physician Wealth Advisors
Utah
$2.58K
ECA
857
Elevated Capital Advisors
Utah
$2.58K
Optiver Holding
858
Optiver Holding
Netherlands
$2.4K
NEWAS
859
N.E.W. Advisory Services
Wisconsin
$2.4K
JFA
860
JNBA Financial Advisors
Minnesota
$2.21K
QC
861
Quent Capital
New York
$2.03K
RBC
862
Roble Belko & Company
Pennsylvania
$2K
BCH
863
Berkshire Capital Holdings
California
$1.85K
HIA
864
HFM Investment Advisors
New Jersey
$1.85K
SWM
865
SHP Wealth Management
Massachusetts
$1.8K
AF
866
Advisornet Financial
Minnesota
$1.66K
CPG
867
Cornerstone Planning Group
New Jersey
$1.55K
DF
868
DecisionPoint Financial
Arizona
$1.29K
DWM
869
Dogwood Wealth Management
Kansas
$1.29K
MA
870
Montag & Associates
Georgia
$1.28K
PWA
871
Principia Wealth Advisory
Texas
$1.11K
CAL
872
Capital Advisors Ltd
Ohio
$1K
TCM
873
TD Capital Management
Tennessee
$923
TC
874
Trust Company
Kansas
$923
CMA
875
Cedar Mountain Advisors
Oregon
$923