Cohu
COHU
208 hedge funds and large institutions have $630M invested in Cohu in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 27 closing their positions.
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
15% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 67
5% more funds holding
Funds holding: 199 → 208 (+9)
3.86% less ownership
Funds ownership: 95.45% → 91.59% (-3.9%)
20% less call options, than puts
Call options by funds: $379K | Put options by funds: $471K
47% less capital invested
Capital invested by funds: $1.19B → $630M (-$558M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$12.2M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$10.2M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$5.96M |
| 4 |
Morgan Stanley
New York
|
+$5.93M |
| 5 |
RA
Royce & Associates
New York
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$85.2M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$12.9M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.05M |
| 5 |
Bank of New York Mellon
New York
|
-$3.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
226
Synergy Asset Management
Vancouver,
Washington
| – | -$3.52K | -137 | Closed |
|
|
KFI
227
Key Financial Inc
West Chester,
Pennsylvania
| – | -$3.2K | -120 | Closed |
|
|
LFA
228
LGT Financial Advisors
Dallas,
Texas
| – | -$2.72K | -102 | Closed |
|
|
NA
229
NewEdge Advisors
New Orleans,
Louisiana
| – | -$2.16K | -81 | Closed |
|
|
AF
230
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2K | -75 | Closed |
|
|
PWA
231
Physician Wealth Advisors
Midvale,
Utah
| – | -$641 | -24 | Closed |
|
|
CFGS
232
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$367 | -15 | Closed |
|
233
Jones Financial Companies
Des Peres,
Missouri
| – | -$347 | -13 | Closed |
|
|
WCM
234
WealthTrak Capital Management
Virginia Beach,
Virginia
| – | -$134 | -5 | Closed |
|
COHU Hedge Fund Activity: Q1 2025 in Review
208 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Cohu (COHU) for Q1 2025, worth a combined $630M — down 47% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new COHU positions and 27 closed out — a net gain of 10 holders — while 77 added to existing stakes and 67 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $12.2M. The largest seller was Franklin Resources, exiting entirely with an estimated $85.2M sold.
- 208 institutional investors held Cohu (COHU) as of Q1 2025, up from 199 in Q4 2024.
- Funds reported $630M of Cohu stock for Q1 2025, down 47% quarter-over-quarter.
- 37 funds opened new Cohu positions in Q1 2025 and 27 closed out, a net change of +10 holders.
- The largest Cohu buyer in Q1 2025 was Victory Capital Management, an estimated $12.2M added.
- The largest Cohu seller in Q1 2025 was Franklin Resources, an estimated $85.2M sold.
Based on aggregated 13F filings for Q1 2025.