COHR icon

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
IPS
1001
Investors Portfolio Services
Washington
$16.7K
TPCW
1002
TD Private Client Wealth
New York
$16.1K
S
1003
Sachetta
Massachusetts
$13.6K
MTC
1004
Matrix Trust Company
Colorado
$12K
SGK
1005
Steigerwald Gordon & Koch
Virginia
$11.9K
AIS
1006
Advocate Investing Services
Maryland
$11.9K
AF
1007
Advisornet Financial
Minnesota
$11.7K
CPG
1008
Cornerstone Planning Group
New Jersey
$11.4K
TM
1009
Torren Management
California
$10.7K
PGAM
1010
Princeton Global Asset Management
New Jersey
$10.7K
FDW
1011
Fourth Dimension Wealth
Ohio
$10.7K
BCWM
1012
Bartlett & Co Wealth Management
Ohio
$10.6K
SWP
1013
Strategic Wealth Partners
Ohio
$10.5K
B
1014
Bayban
Minnesota
$10.5K
SEP
1015
Signature Equity Partners
Ohio
$10.5K
CA
1016
Clearstead Advisors
Ohio
$10K
SHIM
1017
Stone House Investment Management
Pennsylvania
$10K
AW
1018
Avion Wealth
Texas
$10K
RWS
1019
Retirement Wealth Solutions
Wisconsin
$8.34K
KFI
1020
Key Financial Inc
Pennsylvania
$8.34K
MAM
1021
Marquette Asset Management
Minnesota
$8.1K
SIC
1022
SJS Investment Consulting
Ohio
$7.86K
AG
1023
AmeriFlex Group
Nevada
$7.62K
SC
1024
SouthState Corp
Florida
$7.62K
SSG
1025
Summit Securities Group
New York
$7.38K