Cohu
COHU
250 hedge funds and large institutions have $1.11B invested in Cohu in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 93 reducing their positions, and 27 closing their positions.
300% more call options, than puts
Call options by funds: $540K | Put options by funds: $135K
81% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 27
20% more capital invested
Capital invested by funds: $925M → $1.11B (+$189M)
8% more funds holding
Funds holding: 231 → 250 (+19)
4.78% more ownership
Funds ownership: 97.58% → 102.36% (+4.8%)
19% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$32.7M |
| 2 |
Two Sigma Investments
New York
|
+$11M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$9.71M |
| 4 |
AI
Atom Investors
Austin,
Texas
|
+$9.18M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$8.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.3M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$10.6M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$6.76M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.65M |
COHU Hedge Fund Activity: Q4 2025 in Review
250 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Cohu (COHU) for Q4 2025, worth a combined $1.11B — up 20% from $925M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new COHU positions and 27 closed out — a net gain of 22 holders — while 75 added to existing stakes and 93 trimmed.
The largest buyer was SG Capital Management, opening a new position worth an estimated $32.7M. The largest seller was Ameriprise, cutting an estimated $15.3M.
- 250 institutional investors held Cohu (COHU) as of Q4 2025, up from 231 in Q3 2025.
- Funds reported $1.11B of Cohu stock for Q4 2025, up 20% quarter-over-quarter.
- 49 funds opened new Cohu positions in Q4 2025 and 27 closed out, a net change of +22 holders.
- The largest Cohu buyer in Q4 2025 was SG Capital Management, an estimated $32.7M added.
- The largest Cohu seller in Q4 2025 was Ameriprise, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2025.