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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
FPF
1076
First Pacific Financial
Washington
$1.43K +$1.37K +6 New
TCM
1077
Tradewinds Capital Management
Washington
$1.43K +$1.37K +6 New
MA
1078
Montag & Associates
Georgia
$1.36K -$229 -1 -14%
TC
1079
Trust Company
Kansas
$1.19K
SC
1080
Swan Capital
Florida
$1.19K +$1.15K +5 New
WAG
1081
Wilkerson Advisory Group
Missouri
$1.19K +$1.15K +5 New
CAL
1082
Capital Advisors Ltd
Ohio
$1K
CI
1083
CX Institutional
Indiana
$1K +$687 +3 New
CJ
1084
Caitlin John
Michigan
$953
HI
1085
Hoey Investments
Pennsylvania
$953
SWM
1086
Spire Wealth Management
Virginia
$953
CW
1087
Curio Wealth
Maryland
$953 +$916 +4 New
MCM
1088
MV Capital Management
Maryland
$715 +$229 +1 +50%
SA
1089
Seneschal Advisors
Washington
$715 +$458 +2 +200%
MWM
1090
Mascoma Wealth Management
New Hampshire
$715 +$687 +3 New
WA
1091
WestEnd Advisors
North Carolina
$715 +$687 +3 New
SIM
1092
Synergy Investment Management
Florida
$714 +$687 +3 New
FFA
1093
Frazier Financial Advisors
Ohio
$477 +$458 +2 New
TFM
1094
TFC Financial Management
Massachusetts
$477 +$458 +2 New
DCM
1095
Davis Capital Management
Florida
$476
TWM
1096
TopTier Wealth Management
Wisconsin
$476 +$458 +2 New
QWM
1097
Quaker Wealth Management
New Jersey
$239 -$229 -1 -50%
GIA
1098
GHP Investment Advisors
Colorado
$239 +$229 +1 New
JWM
1099
JPL Wealth Management
Colorado
$239 +$229 +1 New
BCI
1100
Bain Capital Investors
Massachusetts
-$1.8B -9,775,846 Closed