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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
13.54%
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
VNT
1001
Vanguard National Trust
Pennsylvania
$19.3K +$18.5K +81 New
CFM
1002
Cornerstone Financial Management
Massachusetts
$19.1K +$1.37K +6 +8%
MAM
1003
Meeder Asset Management
Ohio
$18.3K +$17.6K +77 New
BAM
1004
BOCHK Asset Management
Hong Kong
$17.9K -$17.2K -75 -50%
IPS
1005
Investors Portfolio Services
Washington
$16.7K -$8.7K -38 -39%
TPCW
1006
TD Private Client Wealth
New York
$16.1K +$2.06K +9 +16%
BWA
1007
Basecamp Wealth Advisors
Washington
$16K +$14.2K +62 +1,240%
S
1008
Sachetta
Massachusetts
$13.6K +$5.5K +24 +73%
MTC
1009
Matrix Trust Company
Colorado
$12K +$11.9K +52 New
SGK
1010
Steigerwald Gordon & Koch
Virginia
$11.9K
AIS
1011
Advocate Investing Services
Maryland
$11.9K +$11.4K +50 New
AF
1012
Advisornet Financial
Minnesota
$11.7K +$9.16K +40 +444%
CPG
1013
Cornerstone Planning Group
New Jersey
$11.4K +$6.18K +27 +386%
TM
1014
Torren Management
California
$10.7K -$47.6K -208 -82%
PGAM
1015
Princeton Global Asset Management
New Jersey
$10.7K -$2.29K -10 -18%
FDW
1016
Fourth Dimension Wealth
Ohio
$10.7K +$10.3K +45 New
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$10.6K +$7.33K +32 New
B
1018
Bayban
Minnesota
$10.5K
SWP
1019
Strategic Wealth Partners
Ohio
$10.5K
SEP
1020
Signature Equity Partners
Ohio
$10.5K +$2.75K +12 +38%
CA
1021
Clearstead Advisors
Ohio
$10K -$686K -2,995 -99%
SHIM
1022
Stone House Investment Management
Pennsylvania
$10K +$458 +2 +5%
AW
1023
Avion Wealth
Texas
$10K -$27.7K -121 -73%
RWS
1024
Retirement Wealth Solutions
Wisconsin
$8.34K -$916 -4 -10%
KFI
1025
Key Financial Inc
Pennsylvania
$8.34K