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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $3.16B |
| Q1 2026 | 154 | $864.5M |
| Q4 2025 | 152 | $774.3M |
| Q3 2025 | 136 | $485.4M |
| Q2 2025 | 220 | $26.3M |
| Q1 2025 | 306 | $427.1M |
| Q4 2024 | 307 | $936.1M |
| Q3 2024 | 321 | $1.48B |
| Q2 2024 | 344 | $3.20B |
| Q1 2024 | 371 | $4.11B |
| Q4 2023 | 403 | $6.01B |
| Q3 2023 | 408 | $5.23B |
| Q2 2023 | 441 | $7.64B |
| Q1 2023 | 473 | $9.02B |
| Q4 2022 | 498 | $9.30B |
| Q3 2022 | 507 | $13.2B |
| Q2 2022 | 424 | $8.19B |
| Q1 2022 | 441 | $14.8B |
| Q4 2021 | 450 | $13.8B |
| Q3 2021 | 341 | $9.44B |
| Q2 2021 | 403 | $12.1B |
| Q1 2021 | 412 | $13.1B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,455,128 | $16.7M | 0.00% | +2,087,946+62.0% | Added |
| Primecap Management Co | 6,665,270 | $20.4M | 0.02% | +146,106+2.2% | Added |
| State Street Corp | 7,471,611 | $22.9M | 0.00% | +134,830+1.8% | Added |
| UBS Group AG | 14,529,672 | $44.5M | 0.01% | −2,576,233−15.1% | Reduced |
| Vanguard Group Inc | 18,913,793 | $57.9M | 0.00% | +2,989,503+18.8% | Added |
| BlackRock, Inc. | 19,025,881 | $58.2M | 0.00% | +2,589,765+15.8% | Added |
| JANA Partners Management, LP | 0 | $0 | 0.00% | −4,988,216−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −2,050,778−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,915,695−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −571,141−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −514,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −498,432−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −288,894−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −278,767−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −250,560−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −150,650−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −126,072−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −110,056−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −72,690−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −70,838−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −69,179−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −66,533−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −64,721−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −59,227−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −54,400−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −48,684−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −47,572−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −45,804−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −44,309−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −37,583−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −24,210−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,047−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −19,864−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −19,507−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −19,324−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −18,742−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,945−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −14,821−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −13,496−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −12,827−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −12,477−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,811−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −11,394−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −11,287−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −11,211−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,762−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −10,291−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −10,236−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −9,407−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −7,615−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |