Cohu
COHU
264 hedge funds and large institutions have $1.55B invested in Cohu in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 97 increasing their positions, 80 reducing their positions, and 30 closing their positions.
677% more call options, than puts
Call options by funds: $5.51M | Put options by funds: $710K
60% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 30
39% more capital invested
Capital invested by funds: $1.11B → $1.55B (+$438M)
21% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 80
5.74% more ownership
Funds ownership: 102.36% → 108.1% (+5.7%)
6% more funds holding
Funds holding: 250 → 264 (+14)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$24.6M |
| 2 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$22.9M |
| 3 |
Two Sigma Investments
New York
|
+$16.2M |
| 4 |
Goldman Sachs
New York
|
+$15.9M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$33.3M |
| 2 |
AI
Atom Investors
Austin,
Texas
|
-$9.72M |
| 3 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$8.54M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$8.26M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.49M |
COHU Hedge Fund Activity: Q1 2026 in Review
264 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Cohu (COHU) for Q1 2026, worth a combined $1.55B — up 39% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new COHU positions and 30 closed out — a net gain of 18 holders — while 97 added to existing stakes and 80 trimmed.
The largest buyer was Franklin Resources, adding an estimated $24.6M. The largest seller was SG Capital Management, cutting an estimated $33.3M.
- 264 institutional investors held Cohu (COHU) as of Q1 2026, up from 250 in Q4 2025.
- Funds reported $1.55B of Cohu stock for Q1 2026, up 39% quarter-over-quarter.
- 48 funds opened new Cohu positions in Q1 2026 and 30 closed out, a net change of +18 holders.
- The largest Cohu buyer in Q1 2026 was Franklin Resources, an estimated $24.6M added.
- The largest Cohu seller in Q1 2026 was SG Capital Management, an estimated $33.3M sold.
Based on aggregated 13F filings for Q1 2026.