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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
FNWA
1051
Financial Network Wealth Advisors
Utah
$4.05K +$3.89K +17 New
SWA
1052
Strategic Wealth Advisors
Arizona
$4K
DF
1053
Dunhill Financial
United Kingdom
$3.77K +$2.98K +13 +650%
AAG
1054
Armstrong Advisory Group
Massachusetts
$3.57K
EF
1055
Entrust Financial
Pennsylvania
$3.57K
ECA
1056
Elevated Capital Advisors
Utah
$3.33K
MO
1057
McMillan Office
Michigan
$3.33K +$3.21K +14 New
IAS
1058
IMA Advisory Services
Colorado
$3.33K -$2.52K -11 -44%
NEWAS
1059
N.E.W. Advisory Services
Wisconsin
$3.1K
SVCP
1060
Silicon Valley Capital Partners
California
$2.9K +$2.75K +12 New
JFA
1061
JNBA Financial Advisors
Minnesota
$2.86K
GWM
1062
Gilpin Wealth Management
Colorado
$2.86K +$2.75K +12 New
VWM
1063
Vermillion Wealth Management
Minnesota
$2.62K +$2.52K +11 New
HIA
1064
HFM Investment Advisors
New Jersey
$2.38K
MIM
1065
Marshall Investment Management
Colorado
$2.38K +$2.29K +10 New
HNW
1066
High Note Wealth
Minnesota
$2.14K +$2.06K +9 New
RBC
1067
Roble Belko & Company
Pennsylvania
$2K
IWS
1068
Intentional Wealth Strategies
Colorado
$1.91K +$1.83K +8 New
PIS
1069
POM Investment Strategies
North Carolina
$1.91K +$1.83K +8 New
DF
1070
DecisionPoint Financial
Arizona
$1.67K
ACA
1071
American Capital Advisory
Idaho
$1.67K +$687 +3 +75%
1CP
1072
1015 Capital Partners
Pennsylvania
$1.67K +$916 +4 +133%
BGAI
1073
Bruce G. Allen Investments
Colorado
$1.67K +$1.6K +7 New
FCAS
1074
First Command Advisory Services
Texas
$1.67K +$1.6K +7 New
AP
1075
Atwood & Palmer
Missouri
$1.43K +$1.37K +6 New