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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, Q3 2025

Institutional positions in Wolfspeed, Inc. as of Sep 30, 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
136
−82 vs. Q2 2025
Shares held
18.6M
−47.3M (−71.8%) vs. Q2 2025
Total value
$485.4M
+$459.1M (+1,746.1%) vs. Q2 2025
New holders
55
10 more added
Sold out
137
67 more reduced

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 136 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 heldQ3 2025: $485.4M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q2 2025.

Institutions holding WOLF in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tenor Capital Management Co., L.P.64,515$1.85M0.02%+64,515New
Aequim Alternative Investments LP68,814$1.97M0.04%+68,814New
Quinn Opportunity Partners LLC69,714$1.99M0.15%+49,714+248.6%Added
Millennium Management LLC75,180$2.15M0.00%−4,356,808−98.3%Reduced
DekaBank Deutsche Girozentrale72,690$2.20M0.00%00.0%Unchanged
Murchinson Ltd.77,414$2.21M0.43%+77,414New
Morgan Stanley95,692$2.74M0.00%−1,487,509−94.0%Reduced
D. E. Shaw & Co., Inc.99,935$2.86M0.00%+43,186+76.1%Added
Sculptor Capital LP100,800$2.88M0.04%+100,800New
Highbridge Capital Management LLC124,184$3.55M0.18%+124,184New
Whitebox Advisors LLC124,348$3.56M0.07%+124,348New
LMR Partners LLP126,087$3.61M0.05%+126,087New
Qube Research & Technologies Ltd151,129$4.32M0.01%+151,129New
Jane Street Group, LLC166,692$4.77M0.01%−801,631−82.8%Reduced
Balyasny Asset Management LLC172,422$4.93M0.01%+172,422New
DeepCurrents Investment Group LLC176,231$5.04M0.16%+176,231New
Susquehanna Advisors Group, Inc.243,548$6.97M0.21%+243,548New
Loomis Sayles & Co L P252,760$7.23M0.01%+252,760New
Prudential Financial Inc261,304$7.47M0.01%+118,892+83.5%Added
Silverback Asset Management LLC286,407$8.19M1.06%+286,407New
Bank of Montreal290,522$8.31M0.00%−50,142−14.7%Reduced
Caitong International Asset Management Co., Ltd299,313$8.56M5.93%+299,313New
CSS LLC300,055$8.58M0.51%+300,055New
BlackRock, Inc.306,290$8.76M0.00%−8,353,386−96.5%Reduced
CastleKnight Management LP310,046$8.87M0.48%+310,046New
Camden Asset Management L P330,479$9.45M0.21%+330,479New
Kore Advisors LP339,131$9.70M10.94%+339,131New
Apollo Management Holdings, L.P.421,459$12.1M0.18%+421,459New
Paloma Partners Management Co563,947$16.1M3.21%+563,947New
Vontobel Holding Ltd.582,845$16.7M0.05%+103,282+21.5%Added
Davidson Kempner Capital Management LP587,698$16.8M0.24%+587,698New
Shaolin Capital Management LLC591,613$16.9M0.81%+591,613New
HRT Financial LP890,669$25.5M0.09%+890,669New
Barclays PLC1,884,041$53.9M0.02%+1,606,985+580.0%Added
FMR LLC2,737,652$78.3M0.00%+2,241,947+452.3%Added
Capital Research Global Investors2,777,120$79.4M0.01%+2,777,120New
Covestor Ltd0$00.00%−4,264−100.0%Sold out
Vanguard Group Inc0$00.00%−8,464,252−100.0%Sold out
Two Sigma Investments, LP0$00.00%−3,492,139−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−3,144,900−100.0%Sold out
Two Seas Capital LP0$00.00%−2,412,111−100.0%Sold out
Geode Capital Management, LLC0$00.00%−1,922,008−100.0%Sold out
State Street Corp0$00.00%−1,369,622−100.0%Sold out
XTX Topco Ltd0$00.00%−982,770−100.0%Sold out
Northern Trust Corp0$00.00%−979,783−100.0%Sold out
Ilex Capital Partners (UK) LLP0$00.00%−665,697−100.0%Sold out
Alliancebernstein L.P.0$00.00%−507,083−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−412,026−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−400,095−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−400,098−100.0%Sold out
First Trust Advisors LP0$00.00%−387,736−100.0%Sold out
Marshall Wace, LLP0$00.00%−334,346−100.0%Sold out
WS Management LLLP0$00.00%−323,567−100.0%Sold out
Optiver Holding B.V.0$00.00%−313,788−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−300,000−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−185,176−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−149,500−100.0%Sold out
Rhumbline Advisers0$00.00%−141,761−100.0%Sold out
Atom Investors LP0$00.00%−139,330−100.0%Sold out
SG Americas Securities, LLC0$00.00%−138,158−100.0%Sold out
Deutsche Bank AG0$00.00%−130,507−100.0%Sold out
Winton Group Ltd0$00.00%−118,873−100.0%Sold out
Legal & General Group Plc0$00.00%−115,724−100.0%Sold out
Panagora Asset Management Inc0$00.00%−113,800−100.0%Sold out
Marex Group plc0$00.00%−108,829−100.0%Sold out
Everence Capital Management Inc0$00.00%−102,720−100.0%Sold out
State of Alaska, Department of Revenue0$00.00%−99,465−100.0%Sold out
Sig Brokerage, LP0$00.00%−94,000−100.0%Sold out
Mirae Asset Global ETFs Holdings Ltd.0$00.00%−85,245−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−84,100−100.0%Sold out
Invesco Ltd.0$00.00%−79,934−100.0%Sold out
Caitlin John, LLC0$00.00%−78,617−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−75,548−100.0%Sold out
Ionic Capital Management LLC0$00.00%−72,133−100.0%Sold out
Green Alpha Advisors, LLC0$00.00%−68,681−100.0%Sold out
Cladis Investment Advisory, LLC0$00.00%−67,000−100.0%Sold out
Guggenheim Capital LLC0$00.00%−64,912−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−64,822−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−63,381−100.0%Sold out
Traynor Capital Management, Inc.0$00.00%−31,000−100.0%Sold out
M&T Bank Corp0$00.00%−58,255−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−54,255−100.0%Sold out
AQR Capital Management LLC0$00.00%−51,732−100.0%Sold out
New York State Common Retirement Fund0$00.00%−48,755−100.0%Sold out
111 Capital0$00.00%−46,065−100.0%Sold out
Roehl & Yi Investment Advisors, LLC0$00.00%−43,922−100.0%Sold out
Apollon Wealth Management, LLC0$00.00%−38,121−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−38,060−100.0%Sold out
LPL Financial LLC0$00.00%−37,068−100.0%Sold out
ProShare Advisors LLC0$00.00%−34,877−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−34,700−100.0%Sold out
Police & Firemen's Retirement System of New Jersey0$00.00%−33,100−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−32,928−100.0%Sold out
Ameriprise Financial Inc0$00.00%−32,782−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−32,494−100.0%Sold out
HighTower Advisors, LLC0$00.00%−31,929−100.0%Sold out
Creative Planning0$00.00%−30,476−100.0%Sold out
Virtu Financial LLC0$00.00%−29,940−100.0%Sold out
Keybank National Association0$00.00%−28,585−100.0%Sold out
Colony Group, LLC0$00.00%−27,075−100.0%Sold out