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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, Q1 2025

Institutional positions in Wolfspeed, Inc. as of Mar 31, 2025. 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
306
+2 vs. Q4 2024
Shares held
139.6M
−419.6K (−0.3%) vs. Q4 2024
Total value
$427.1M
−$506.0M (−54.2%) vs. Q4 2024
New holders
65
121 more added
Sold out
63
62 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 306 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 heldQ1 2025: $427.1M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2024.

Institutions holding WOLF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pathstone Holdings, LLC57,831$177.0K0.00%+45,832+382.0%Added
Virginia Retirement Systems Et Al62,200$190.3K0.00%+62,200New
Royal Bank of Canada66,796$204.0K0.00%+37,787+130.3%Added
Treasurer of the State of North Carolina70,429$216.0K0.00%+15,700+28.7%Added
Credit Agricole S A70,805$216.7K0.00%+70,805New
Green Alpha Advisors, LLC71,210$217.9K0.23%+48,636+215.5%Added
Clearbridge Investments, LLC72,500$221.8K0.00%00.0%Unchanged
Louisiana State Employees Retirement System73,300$224.3K0.00%+11,600+18.8%Added
State of Tennessee, Treasury Department74,487$227.9K0.00%+20,050+36.8%Added
Fox Run Management, L.L.C.76,358$233.7K0.04%+76,358New
LPL Financial LLC80,353$245.9K0.00%−1,675−2.0%Reduced
Retirement Systems of Alabama80,400$246.0K0.00%00.0%Unchanged
M&T Bank Corp84,688$258.8K0.00%−2,995−3.4%Reduced
SEI Investments Co85,694$262.3K0.00%+17,953+26.5%Added
State of Alaska, Department of Revenue86,200$263.0K0.00%+13,618+18.8%Added
Quantitative Investment Management, LLC86,196$263.0K0.02%+86,196New
D.A. Davidson & Co.87,730$268.5K0.00%−300−0.3%Reduced
Kestra Advisory Services, LLC95,325$291.7K0.00%+77,895+446.9%Added
Barclays PLC96,637$295.7K0.00%−559,605−85.3%Reduced
Shaolin Capital Management LLC100,000$306.0K0.01%+75,000+300.0%Added
Vestcor Inc100,000$306.0K0.01%+100,000New
Centric Wealth Management100,000$306.0K0.08%+100,000New
Paloma Partners Management Co100,331$307.0K0.06%+100,331New
PEAK6 LLC100,666$308.0K0.01%+64,199+176.0%Added
Caption Management, LLC102,569$313.9K0.01%−138,231−57.4%Reduced
Ilex Capital Partners (UK) LLP111,110$340.0K0.01%+111,110New
PFG Investments, LLC112,519$344.3K0.02%+112,519New
CWM Advisors, LLC112,872$345.4K0.04%+51,945+85.3%Added
Thrivent Financial for Lutherans114,270$350.0K0.00%+15,554+15.8%Added
Quadrature Capital Ltd118,057$360.7K0.01%+66,569+129.3%Added
California State Teachers Retirement System118,432$362.4K0.00%00.0%Unchanged
Quinn Opportunity Partners LLC120,000$367.2K0.03%+120,000New
CIBC Private Wealth Group, LLC170,721$372.2K0.00%−320.0%Reduced
State Board of Administration of Florida Retirement System129,643$396.7K0.00%00.0%Unchanged
Jefferies Financial Group Inc.132,000$403.9K0.01%+65,400+98.2%Added
New York State Teachers Retirement System149,084$456.0K0.00%+300+0.2%Added
Prudential Financial Inc149,304$456.9K0.00%+22,905+18.1%Added
Firsthand Capital Management, Inc.180,000$550.8K1.33%00.0%Unchanged
HSBC Holdings PLC198,214$572.1K0.00%−18,993−8.7%Reduced
Susquehanna Fundamental Investments, LLC198,882$608.6K0.01%+198,882New
Tudor Investment Corp Et Al199,145$609.4K0.01%+199,145New
Wolverine Trading, LLC243,142$629.7K0.02%−55,954−18.7%Reduced
Gotham Asset Management, LLC206,760$632.7K0.01%+154,999+299.5%Added
Raiffeisen Bank International AG264,000$683.8K0.01%00.0%Unchanged
New York State Common Retirement Fund230,400$705.0K0.00%+21,805+10.5%Added
Alps Advisors Inc242,648$742.5K0.00%+47,452+24.3%Added
Swiss National Bank247,100$756.1K0.00%00.0%Unchanged
Vontobel Holding Ltd.276,222$845.2K0.00%+210,644+321.2%Added
Caitong International Asset Management Co., Ltd297,623$910.7K0.68%+272,132+1,067.6%Added
WS Management LLLP302,800$926.6K0.16%+302,800New
Nebula Research & Development LLC324,530$993.1K0.09%+181,210+126.4%Added
Erste Asset Management GmbH398,098$1.03M0.01%−395,420−49.8%Reduced
Rhumbline Advisers342,505$1.05M0.00%+33,361+10.8%Added
Nan Shan Life Insurance Co., Ltd.353,758$1.08M0.03%−6,090−1.7%Reduced
JPMorgan Chase & Co361,712$1.11M0.00%+285,881+377.0%Added
Wells Fargo & Company364,499$1.12M0.00%−175,026−32.4%Reduced
Ameriprise Financial Inc384,104$1.18M0.00%+48,315+14.4%Added
Legal & General Group Plc384,811$1.18M0.00%+35,353+10.1%Added
Dimensional Fund Advisors LP406,861$1.24M0.00%−146,092−26.4%Reduced
BNP Paribas Arbitrage, SA410,110$1.25M0.00%+243,995+146.9%Added
Verition Fund Management LLC410,478$1.26M0.01%+77,925+23.4%Added
Bank of Montreal414,038$1.27M0.00%−579−0.1%Reduced
Nuveen, LLC451,818$1.36M0.00%+451,818New
First Trust Advisors LP447,718$1.37M0.00%+17,102+4.0%Added
Squarepoint Ops LLC482,989$1.48M0.00%−533,917−52.5%Reduced
Public Sector Pension Investment Board493,391$1.51M0.01%+175,153+55.0%Added
Citigroup Inc515,286$1.58M0.00%+284,482+123.3%Added
SG Americas Securities, LLC533,965$1.63M0.01%+431,680+422.0%Added
Graham Capital Management, L.P.561,054$1.72M0.05%+561,054New
Aequim Alternative Investments LP630,885$1.93M0.08%+218,706+53.1%Added
Jane Street Group, LLC765,729$2.34M0.00%−598,209−43.9%Reduced
Principal Financial Group Inc772,307$2.36M0.00%+153,250+24.8%Added
Balyasny Asset Management LLC782,713$2.40M0.01%+782,713New
Marshall Wace, LLP815,807$2.50M0.00%+719,347+745.7%Added
Bank of New York Mellon Corp839,036$2.57M0.00%+80,693+10.6%Added
GMT Capital Corp847,548$2.59M0.14%+847,548New
Iridian Asset Management LLC913,529$2.80M0.88%+97,346+11.9%Added
Northern Trust Corp955,036$2.92M0.00%+160,178+20.2%Added
Two Sigma Investments, LP1,042,879$3.19M0.01%−1,609,897−60.7%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH1,054,233$3.23M0.01%+1,054,233New
FIL Ltd1,185,221$3.63M0.00%−1,346,068−53.2%Reduced
Susquehanna International Group, LLP1,224,204$3.75M0.01%+1,064,213+665.2%Added
Charles Schwab Investment Management Inc1,304,807$3.99M0.00%+97,650+8.1%Added
Millennium Management LLC1,373,202$4.20M0.00%+1,293,360+1,619.9%Added
Goldman Sachs Group Inc1,380,499$4.22M0.00%+881,603+176.7%Added
Jump Financial, LLC1,438,505$4.40M0.07%+1,438,505New
FMR LLC1,561,850$4.78M0.00%+46,230+3.1%Added
South Dakota Investment Council1,591,056$4.87M0.10%+873,574+121.8%Added
Invesco Ltd.1,708,911$5.23M0.00%+267,131+18.5%Added
Citadel Advisors LLC1,795,379$5.49M0.01%+443,368+32.8%Added
UBS Asset Management Americas Inc1,868,741$5.72M0.00%+906,968+94.3%Added
Two Sigma Advisers, LP2,026,200$6.20M0.01%−117,300−5.5%Reduced
Shah Capital Management2,152,225$6.59M1.35%+2,152,225New
Nomura Holdings Inc2,284,303$6.99M0.04%+2,284,303New
D. E. Shaw & Co., Inc.2,285,031$6.99M0.01%−3,086,083−57.5%Reduced
Bank of America Corp2,406,228$7.36M0.00%+1,329,803+123.5%Added
Geode Capital Management, LLC2,521,557$7.72M0.00%+531,427+26.7%Added
Capital World Investors2,929,700$8.96M0.00%+2,929,700New
Artisan Partners Limited Partnership3,451,957$10.6M0.02%−178,311−4.9%Reduced
Neuberger Berman Group LLC4,329,584$13.7M0.01%+1,822,958+72.7%Added