Cohu
COHU
348 hedge funds and large institutions have $4B invested in Cohu in 2026 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 89 increasing their positions, 108 reducing their positions, and 21 closing their positions.
429% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 21
229% more call options, than puts
Call options by funds: $100M | Put options by funds: $30.5M
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
157% more capital invested
Capital invested by funds: $1.55B → $4B (+$2.44B)
32% more funds holding
Funds holding: 264 → 348 (+84)
6.9% more ownership
Funds ownership: 108.1% → 115% (+6.9%)
18% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$138M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$89M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$54.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$51.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$88.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$66.4M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$54.7M |
| 4 |
RA
Royce & Associates
New York
|
-$54.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$36M |
COHU Hedge Fund Activity: Q2 2026 in Review
348 institutional investors reported a position in Cohu (COHU) for Q2 2026, worth a combined $4B — up 157% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new COHU positions and 21 closed out — a net gain of 90 holders — while 89 added to existing stakes and 108 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $138M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $88.9M.
- 348 institutional investors held Cohu (COHU) as of Q2 2026, up from 264 in Q1 2026.
- Funds reported $4B of Cohu stock for Q2 2026, up 157% quarter-over-quarter.
- 111 funds opened new Cohu positions in Q2 2026 and 21 closed out, a net change of +90 holders.
- The largest Cohu buyer in Q2 2026 was Capital World Investors, an estimated $138M added.
- The largest Cohu seller in Q2 2026 was Barrow, Hanley, Mewhinney & Strauss, an estimated $88.9M sold.
Based on aggregated 13F filings for Q2 2026.