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Wolfspeed, Inc.

WOLF
Exchange
NYSE
Industry
Semiconductors & Related Devices
SEC CIK
0000895419

No open-market purchases or sales by Wolfspeed, Inc. insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $3.16B in total; Third Point is the only superinvestor holding it.

13F holders, Q4 2024

Institutional positions in Wolfspeed, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
307
−11 vs. Q3 2024
Shares held
140.5M
−12.0M (−7.9%) vs. Q3 2024
Total value
$936.1M
−$543.6M (−36.7%) vs. Q3 2024
New holders
68
93 more added
Sold out
79
98 more reduced

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WOLF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 307 institutions
Q1 2021: 412 institutionsQ2 2021: 403 institutionsQ3 2021: 341 institutionsQ4 2021: 450 institutionsQ1 2022: 441 institutionsQ2 2022: 424 institutionsQ3 2022: 507 institutionsQ4 2022: 498 institutionsQ1 2023: 473 institutionsQ2 2023: 441 institutionsQ3 2023: 408 institutionsQ4 2023: 403 institutionsQ1 2024: 371 institutionsQ2 2024: 344 institutionsQ3 2024: 321 institutionsQ4 2024: 307 institutionsQ1 2025: 306 institutionsQ2 2025: 220 institutionsQ3 2025: 136 institutionsQ4 2025: 152 institutionsQ1 2026: 154 institutionsQ2 2026: 267 institutions
Value heldQ4 2024: $936.1M
Q1 2021: $13.1BQ2 2021: $12.1BQ3 2021: $9.44BQ4 2021: $13.8BQ1 2022: $14.8BQ2 2022: $8.19BQ3 2022: $13.2BQ4 2022: $9.30BQ1 2023: $9.02BQ2 2023: $7.64BQ3 2023: $5.23BQ4 2023: $6.01BQ1 2024: $4.11BQ2 2024: $3.20BQ3 2024: $1.48BQ4 2024: $936.1MQ1 2025: $427.1MQ2 2025: $26.3MQ3 2025: $485.4MQ4 2025: $774.3MQ1 2026: $864.5MQ2 2026: $3.16B
Institutions holding WOLF and their total value by quarter
QuarterHoldersValue
Q2 2026267$3.16B
Q1 2026154$864.5M
Q4 2025152$774.3M
Q3 2025136$485.4M
Q2 2025220$26.3M
Q1 2025306$427.1M
Q4 2024307$936.1M
Q3 2024321$1.48B
Q2 2024344$3.20B
Q1 2024371$4.11B
Q4 2023403$6.01B
Q3 2023408$5.23B
Q2 2023441$7.64B
Q1 2023473$9.02B
Q4 2022498$9.30B
Q3 2022507$13.2B
Q2 2022424$8.19B
Q1 2022441$14.8B
Q4 2021450$13.8B
Q3 2021341$9.44B
Q2 2021403$12.1B
Q1 2021412$13.1B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2024.

Institutions holding WOLF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gotham Asset Management, LLC51,761$344.7K0.00%+26,241+102.8%Added
MYDA Advisors LLC54,400$362.3K0.10%+54,400New
State of Tennessee, Treasury Department54,437$362.6K0.00%+22,242+69.1%Added
Treasurer of the State of North Carolina54,729$364.0K0.00%+340+0.6%Added
Polymer Capital Management (HK) LTD55,000$366.3K0.06%+55,000New
State of Wisconsin Investment Board55,214$367.7K0.00%−119,988−68.5%Reduced
Centiva Capital, LP59,227$394.5K0.01%+59,227New
CWM Advisors, LLC60,927$405.8K0.05%+18,021+42.0%Added
Janus Henderson Group PLC61,300$408.9K0.00%−74,076−54.7%Reduced
Louisiana State Employees Retirement System61,700$410.9K0.01%+900+1.5%Added
Mangrove Partners64,721$431.0K0.05%+64,721New
Vontobel Holding Ltd.65,578$436.7K0.00%+28,013+74.6%Added
Dynamic Technology Lab Private Ltd66,533$443.0K0.07%+66,533New
Jefferies Financial Group Inc.66,600$443.6K0.00%−9,400−12.4%Reduced
SEI Investments Co67,741$451.2K0.00%−28,380−29.5%Reduced
Redwood Investment Management, LLC69,179$461.0K0.04%+22,224+47.3%Added
Holocene Advisors, LP70,838$471.8K0.00%+15,778+28.7%Added
Clearbridge Investments, LLC72,500$482.9K0.00%−52−0.1%Reduced
State of Alaska, Department of Revenue72,582$483.0K0.01%+763+1.1%Added
Royal Fund Management, LLC74,000$492.8K0.05%−10,400−12.3%Reduced
JPMorgan Chase & Co75,831$505.0K0.00%−1,503,489−95.2%Reduced
DekaBank Deutsche Girozentrale72,690$523.0K0.00%00.0%Unchanged
Millennium Management LLC79,842$531.7K0.00%−1,494,153−94.9%Reduced
Retirement Systems of Alabama80,400$535.5K0.00%00.0%Unchanged
LPL Financial LLC82,028$546.3K0.00%−151,586−64.9%Reduced
M&T Bank Corp87,683$583.6K0.00%+23,461+36.5%Added
D.A. Davidson & Co.88,030$586.3K0.00%−2,756−3.0%Reduced
Marshall Wace, LLP96,460$642.4K0.00%−495,254−83.7%Reduced
Marex Group plc97,776$651.2K0.01%+97,776New
Thrivent Financial for Lutherans98,716$657.0K0.00%−116−0.1%Reduced
SG Americas Securities, LLC102,285$681.0K0.00%+43,536+74.1%Added
Walleye Trading LLC109,617$730.0K0.01%+109,617New
Portman Square Capital LLP110,056$733.0K0.14%+60,422+121.7%Added
California State Teachers Retirement System118,432$788.8K0.00%−528−0.4%Reduced
Group One Trading, L.P.126,072$839.6K0.03%+26,365+26.4%Added
Prudential Financial Inc126,399$841.8K0.00%−1,200−0.9%Reduced
State Board of Administration of Florida Retirement System129,643$863.4K0.00%00.0%Unchanged
Stifel Financial Corp137,690$917.0K0.00%+110,848+413.0%Added
Nebula Research & Development LLC143,320$954.5K0.11%+86,515+152.3%Added
New York State Teachers Retirement System148,784$991.0K0.00%+3,500+2.4%Added
Monaco Asset Management SAM150,000$999.0K0.44%+150,000New
Bryce Point Capital, LLC150,650$1.00M0.29%+150,650New
CIBC Private Wealth Group, LLC170,753$1.01M0.00%+83,939+96.7%Added
Susquehanna International Group, LLP159,991$1.07M0.00%−610,609−79.2%Reduced
BNP Paribas Arbitrage, SA166,115$1.11M0.00%+166,115New
Firsthand Capital Management, Inc.180,000$1.20M2.49%00.0%Unchanged
Comerica Bank185,965$1.24M0.00%+113,994+158.4%Added
Alps Advisors Inc195,196$1.30M0.01%−73,393−27.3%Reduced
New York State Common Retirement Fund208,595$1.39M0.00%00.0%Unchanged
HSBC Holdings PLC217,207$1.44M0.00%+125,698+137.4%Added
Citigroup Inc230,804$1.54M0.00%+11,937+5.5%Added
Caption Management, LLC240,800$1.60M0.07%+37,200+18.3%Added
Swiss National Bank247,100$1.65M0.00%00.0%Unchanged
Alberta Investment Management Corp250,560$1.67M0.01%+250,560New
Raiffeisen Bank International AG264,000$1.78M0.03%+264,000New
Simplex Trading, LLC278,767$1.86M0.05%−204,046−42.3%Reduced
Yaupon Capital Management LP288,894$1.92M0.12%+288,894New
Wolverine Trading, LLC299,096$2.02M0.05%+101,121+51.1%Added
Rhumbline Advisers309,144$2.06M0.00%+15,078+5.1%Added
Public Sector Pension Investment Board318,238$2.12M0.01%+51,238+19.2%Added
Verition Fund Management LLC332,553$2.21M0.01%+33,136+11.1%Added
Ameriprise Financial Inc335,789$2.24M0.00%−18,157−5.1%Reduced
Legal & General Group Plc349,458$2.33M0.00%−1,042−0.3%Reduced
Nan Shan Life Insurance Co., Ltd.359,848$2.40M0.06%−107,754−23.0%Reduced
Aequim Alternative Investments LP412,179$2.75M0.09%+215,343+109.4%Added
Bank of Montreal414,617$2.76M0.00%−28,692−6.5%Reduced
First Trust Advisors LP430,616$2.87M0.00%−25,181−5.5%Reduced
Nuveen Asset Management, LLC450,356$3.00M0.00%−204,897−31.3%Reduced
Capital Fund Management S.A.498,432$3.32M0.03%−23,241−4.5%Reduced
Goldman Sachs Group Inc498,896$3.32M0.00%+237,557+90.9%Added
Healthcare of Ontario Pension Plan Trust Fund514,000$3.42M0.01%+367,986+252.0%Added
Wells Fargo & Company539,525$3.59M0.00%−119,508−18.1%Reduced
Dimensional Fund Advisors LP552,953$3.68M0.00%+78,638+16.6%Added
IMC-Chicago, LLC571,141$3.80M0.10%+321,355+128.7%Added
Principal Financial Group Inc619,057$4.12M0.00%+26,458+4.5%Added
Barclays PLC656,242$4.37M0.00%+389,192+145.7%Added
South Dakota Investment Council717,482$4.78M0.10%+149,648+26.4%Added
Bank of New York Mellon Corp758,343$5.05M0.00%−497,640−39.6%Reduced
Northern Trust Corp794,858$5.29M0.00%+122,606+18.2%Added
Iridian Asset Management LLC816,183$5.44M1.45%+295,025+56.6%Added
Erste Asset Management GmbH793,518$5.77M0.07%+346,319+77.4%Added
UBS Asset Management Americas Inc961,773$6.41M0.00%−914,161−48.7%Reduced
Squarepoint Ops LLC1,016,906$6.77M0.02%−514,255−33.6%Reduced
Bank of America Corp1,076,425$7.17M0.00%+544,396+102.3%Added
Charles Schwab Investment Management Inc1,207,157$8.04M0.00%+335,966+38.6%Added
Citadel Advisors LLC1,352,011$9.00M0.01%−399,346−22.8%Reduced
Jane Street Group, LLC1,363,938$9.08M0.01%−150,647−9.9%Reduced
Invesco Ltd.1,441,780$9.60M0.00%+159,153+12.4%Added
FMR LLC1,515,620$10.1M0.00%−137,507−8.3%Reduced
Voloridge Investment Management, LLC1,915,695$12.8M0.05%+12,660+0.7%Added
Geode Capital Management, LLC1,990,130$13.3M0.00%−22,055−1.1%Reduced
Frontier Capital Management Co LLC2,050,778$13.7M0.13%+995,020+94.2%Added
Two Sigma Advisers, LP2,143,500$14.3M0.03%−315,100−12.8%Reduced
Neuberger Berman Group LLC2,506,626$16.7M0.01%+104,042+4.3%Added
FIL Ltd2,531,289$16.9M0.02%−338,372−11.8%Reduced
Two Sigma Investments, LP2,652,776$17.7M0.04%+150,551+6.0%Added
Morgan Stanley3,367,182$22.4M0.00%−1,050,337−23.8%Reduced
Artisan Partners Limited Partnership3,630,268$24.2M0.04%−90,294−2.4%Reduced
JANA Partners Management, LP4,988,216$33.2M1.74%−1,177,717−19.1%Reduced
D. E. Shaw & Co., Inc.5,371,114$35.8M0.04%+280,889+5.5%Added