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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
MAM
1026
Marquette Asset Management
Minnesota
$8.1K +$2.29K +10 +42%
SIC
1027
SJS Investment Consulting
Ohio
$7.86K +$2.52K +11 +50%
AG
1028
AmeriFlex Group
Nevada
$7.62K -$5.27K -23 -42%
SC
1029
SouthState Corp
Florida
$7.62K +$2.52K +11 +52%
SSG
1030
Summit Securities Group
New York
$7.38K +$7.1K +31 New
ECM
1031
Estabrook Capital Management
New York
$7.15K
BWL
1032
Bogart Wealth LLC
Virginia
$7.15K +$1.37K +6 +25%
DWM
1033
Dogwood Wealth Management
Kansas
$7.15K +$5.27K +23 +329%
SC
1034
Sawyer & Company
Massachusetts
$7.15K +$6.87K +30 New
CT
1035
Clearstead Trust
Maine
$6.91K
QC
1036
Quent Capital
New York
$6.91K +$4.12K +18 +164%
TWD
1037
True Wealth Design
Ohio
$6.67K -$687 -3 -10%
BHWM
1038
Bay Harbor Wealth Management
Maryland
$6.19K +$2.52K +11 +73%
WWM
1039
Wolff Wiese Magana
California
$5.96K
HFS
1040
Hughes Financial Services
Virginia
$5.96K -$1.6K -7 -22%
SWM
1041
SHP Wealth Management
Massachusetts
$5.66K +$3.21K +14 +140%
NB
1042
NBT Bank
New York
$5.48K -$37.1K -162 -88%
KG
1043
Kilter Group
New York
$5.24K
RWM
1044
Rialto Wealth Management
New York
$5.24K +$458 +2 +10%
LWMI
1045
Legacy Wealth Management (Idaho)
Idaho
$4.76K +$4.58K +20 New
OCWP
1046
Owl Creek Wealth Partners
Colorado
$4.76K +$4.58K +20 New
HCM
1047
Hollencrest Capital Management
California
$4.76K -$273K -1,192 -98%
AWM
1048
Abound Wealth Management
Tennessee
$4.64K +$4.12K +18 +1,800%
AWM
1049
Activest Wealth Management
Florida
$4.53K +$687 +3 +19%
PWA
1050
Physician Wealth Advisors
Utah
$4.29K +$916 +4 +29%