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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$36.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$16.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$7.1M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$3.82M |
| 5 |
First Eagle Investment Management
New York
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$44M |
| 2 |
BlackRock
New York
|
-$4.36M |
| 3 |
D.E. Shaw & Co
New York
|
-$4.34M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.29M |
| 5 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$3.25M |
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.