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Coherent

1,100 hedge funds and large institutions have $41.7B invested in Coherent in 2026 Q1 according to their latest regulatory filings, with 318 funds opening new positions, 348 increasing their positions, 347 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 100

39% more funds holding in top 10

Funds holding in top 10: 3853 (+15)

37% more capital invested

Capital invested by funds: $30.4B → $41.7B (+$11.2B)

22% more funds holding

Funds holding: 8991,100 (+201)

21% more call options, than puts

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

0% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 347

11.46% less ownership

Funds ownership: 104.92%93.46% (-11%)

Holders
1,100
Holders Change
+201
Holders Change %
+22.36%
% of All Funds
13.55%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
0.65%
New
318
Increased
348
Reduced
347
Closed
100
Calls
$1.61B
Puts
$1.33B
Net Calls
+$279M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
976
Indiana Trust & Investment Management
Indiana
$31K
FMII
977
Farmers & Merchants Investments Inc
Nebraska
$29.3K -$2.06K -9 -7%
MEG
978
Millstone Evans Group
Colorado
$28.8K
SWA
979
SOA Wealth Advisors
New York
$28.8K
CFD
980
Creative Financial Designs
Indiana
$28.8K +$14.9K +65 +116%
CMA
981
Cedar Mountain Advisors
Oregon
$27.9K +$25.6K +112 +2,240%
MWPCG
982
Measured Wealth Private Client Group
New Hampshire
$27.6K -$5.72K -25 -18%
BIA
983
Bell Investment Advisors
California
$26.2K +$687 +3 +3%
OWA
984
Opal Wealth Advisors
New York
$25.7K +$24.7K +108 New
RBI
985
Raiffeisen Bank International
Austria
$25.3K +$26.3K +115 New
LI
986
LRI Investments
Florida
$25.3K +$16.5K +72 +212%
WA
987
WPG Advisers
Maryland
$24.1K -$1.37K -6 -6%
CAM
988
Costello Asset Management
Pennsylvania
$23.8K
SFCL
989
Strengthening Families & Communities LLC
Massachusetts
$23.8K +$22.9K +100 New
TAR
990
Trask Adam Roland
$23.8K +$22.9K +100 New
SI
991
Sapience Investments
California
$23.6K -$715K -3,124 -97%
OCM
992
Osbon Capital Management
Massachusetts
$22.9K
SS
993
Sunbelt Securities
Texas
$22.6K +$4.58K +20 +27%
CWA
994
Carolina Wealth Advisors
South Carolina
$22.6K +$11.7K +51 +116%
BFS
995
Bare Financial Services
Pennsylvania
$22.4K +$1.15K +5 +6%
PWMG
996
Private Wealth Management Group
New Jersey
$21.7K +$687 +3 +3%
WA
997
Whipplewood Advisors
Colorado
$21.7K +$20.8K +91 New
GSEP
998
Golden State Equity Partners
California
$20.5K +$19.7K +86 New
IAAG
999
Innovative Asset Advisors Group
Connecticut
$19.3K +$18.5K +81 New
UFPG
1000
United Financial Planning Group
New York
$19.3K +$18.5K +81 New