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Cohu
COHU

209 hedge funds and large institutions have $838M invested in Cohu in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $314K

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

33% more capital invested

Capital invested by funds: $630M → $838M (+$208M)

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

2.21% more ownership

Funds ownership: 91.59% → 93.79% (+2.2%)

0% more funds holding

Funds holding: 208 → 209 (+1)

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
84
Reduced
59
Closed
33
Calls
$1.57M
Puts
$314K
Net Calls
+$1.25M
Net Calls Change
+$1.34M

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$36.2M
2
Invesco
Invesco
Georgia
+$16.4M
3
Victory Capital Management
Victory Capital Management
Texas
+$7.1M
4
FCM
Frontier Capital Management
Massachusetts
+$3.82M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$44M
2
BlackRock
BlackRock
New York
-$4.36M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.34M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.29M
5
PCMI
Paradigm Capital Management Inc
New York
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
226
Oxford Asset Management
United Kingdom
– -$191K -12,961 Closed
MM
227
MQS Management
New York
– -$167K -11,342 Closed
CWM
228
CIBC World Markets
New York
– -$150K -10,168 Closed
CCM
229
Coldstream Capital Management
Washington
– -$65.1K -4,423 Closed
QCG
230
Quadrant Capital Group
Ohio
– -$43.7K -2,974 Closed
KBC Group
231
KBC Group
Belgium
– -$39K -2,627 Closed
ACM
232
Aster Capital Management
United Arab Emirates
– -$27.1K -1,379 Closed
GIA
233
GHP Investment Advisors
Colorado
– -$2.94K -200 Closed
BIA
234
Bell Investment Advisors
California
– -$942 -64 Closed
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
– -$720 -54 Closed
SC
236
SouthState Corp
Florida
– -$457 -31 Closed
SC
237
Stephens Consulting
Michigan
– -$368 -25 Closed
NC
238
NewSquare Capital
Pennsylvania
– -$265 -18 Closed
HCP
239
Hexagon Capital Partners
Arkansas
– -$191 -13 Closed
CIAM
240
Caitong International Asset Management
Hong Kong
– -$44 -3 Closed
CAL
241
Capital Advisors Ltd
Ohio
– +$51 +3 New
C
242
Covestor
United Kingdom
– +$51 +3 +100%
6 7 8 9
10

COHU Hedge Fund Activity: Q2 2025 in Review

209 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Cohu (COHU) for Q2 2025, worth a combined $838M — up 33% from $630M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COHU positions and 33 closed out — a net gain of 5 holders — while 84 added to existing stakes and 59 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $36.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $44M.

  • 209 institutional investors held Cohu (COHU) as of Q2 2025, up from 208 in Q1 2025.
  • Funds reported $838M of Cohu stock for Q2 2025, up 33% quarter-over-quarter.
  • 38 funds opened new Cohu positions in Q2 2025 and 33 closed out, a net change of +5 holders.
  • The largest Cohu buyer in Q2 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $36.2M added.
  • The largest Cohu seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $44M sold.

Based on aggregated 13F filings for Q2 2025.