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 2025
Institutional positions in Wolfspeed, Inc. as of Dec 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
- 152
- +19 vs. Q3 2025
- Shares held
- 44.4M
- +25.9M (+140.1%) vs. Q3 2025
- Total value
- $774.3M
- +$290.7M (+60.1%) vs. Q3 2025
- New holders
- 62
- 31 more added
- Sold out
- 43
- 41 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Wolfspeed, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | $293.4M | 100.00% | +16,852,372 | New |
| Morgan Stanley | 2,455,876 | $42.8M | 0.00% | +2,360,184+2,466.4% | Added |
| Capital Research Global Investors | 2,298,639 | $40.0M | 0.01% | −478,481−17.2% | Reduced |
| Citigroup Inc | 2,258,790 | $39.3M | 0.03% | +2,223,317+6,267.6% | Added |
| FMR LLC | 1,769,819 | $30.8M | 0.00% | −967,833−35.4% | Reduced |
| Price T Rowe Associates Inc | 1,536,758 | $26.8M | 0.00% | +5,988+0.4% | Added |
| Voya Investment Management LLC | 1,400,509 | $24.4M | 0.02% | +1,400,509 | New |
| Nomura Holdings Inc | 1,350,000 | $23.5M | 0.07% | +1,350,000 | New |
| UBS Group AG | 1,269,548 | $22.1M | 0.00% | +1,233,419+3,413.9% | Added |
| Point72 Asset Management, L.P. | 990,150 | $17.2M | 0.03% | +990,150 | New |
| Apollo Management Holdings, L.P. | 863,333 | $15.0M | 0.15% | +441,874+104.8% | Added |
| Calamos Advisors LLC | 715,138 | $12.5M | 0.05% | +715,138 | New |
| Hudson Bay Capital Management LP | 700,000 | $12.2M | 0.07% | +700,000 | New |
| Alua Capital Management LP | 639,491 | $11.1M | 0.83% | +639,491 | New |
| Barclays PLC | 598,407 | $10.4M | 0.00% | −1,285,634−68.2% | Reduced |
| Jefferies Financial Group Inc. | 520,288 | $9.06M | 0.07% | +483,918+1,330.5% | Added |
| Senvest Management, LLC | 505,234 | $8.80M | 0.27% | +505,234 | New |
| Yaupon Capital Management LP | 449,973 | $7.83M | 0.38% | +449,973 | New |
| Goldman Sachs Group Inc | 435,917 | $7.59M | 0.00% | +377,431+645.3% | Added |
| Jump Financial, LLC | 407,770 | $7.10M | 0.09% | +407,770 | New |
| Susquehanna International Group, LLP | 405,471 | $7.06M | 0.01% | +397,665+5,094.4% | Added |
| Citadel Advisors LLC | 402,766 | $7.01M | 0.00% | +340,777+549.7% | Added |
| Franklin Resources Inc | 397,457 | $6.92M | 0.00% | +397,457 | New |
| Prescott Group Capital Management, L.L.C. | 368,498 | $6.42M | 0.60% | +368,498 | New |
| Diameter Capital Partners LP | 347,427 | $6.05M | 0.63% | +347,427 | New |
| Bank of America Corp | 343,620 | $5.98M | 0.00% | +308,344+874.1% | Added |
| Vanguard Group Inc | 324,232 | $5.64M | 0.00% | +324,232 | New |
| Marshall Wace, LLP | 303,486 | $5.28M | 0.01% | +303,486 | New |
| Qube Research & Technologies Ltd | 239,580 | $4.17M | 0.01% | +88,451+58.5% | Added |
| CastleKnight Management LP | 229,846 | $4.00M | 0.23% | −80,200−25.9% | Reduced |
| Susquehanna Advisors Group, Inc. | 225,370 | $3.92M | 0.13% | −18,178−7.5% | Reduced |
| BlackRock, Inc. | 196,345 | $3.42M | 0.00% | −109,945−35.9% | Reduced |
| ExodusPoint Capital Management, LP | 188,971 | $3.29M | 0.04% | +188,971 | New |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 186,900 | $3.25M | 0.08% | +186,900 | New |
| Kore Advisors LP | 177,250 | $3.09M | 4.81% | −161,881−47.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 166,322 | $2.90M | 0.00% | +166,322 | New |
| Ardsley Advisory Partners LP | 165,000 | $2.87M | 0.37% | +165,000 | New |
| Loomis Sayles & Co L P | 157,080 | $2.73M | 0.00% | −95,680−37.9% | Reduced |
| DekaBank Deutsche Girozentrale | 72,690 | $2.22M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 112,297 | $1.96M | 0.00% | +112,297 | New |
| Prudential Financial Inc | 91,454 | $1.59M | 0.00% | −169,850−65.0% | Reduced |
| Quinn Opportunity Partners LLC | 86,400 | $1.50M | 0.07% | +16,686+23.9% | Added |
| Marathon Trading Investment Management LLC | 81,434 | $1.42M | 0.17% | +81,416+452,311.1% | Added |
| Two Sigma Investments, LP | 73,856 | $1.29M | 0.00% | +73,856 | New |
| Boothbay Fund Management, LLC | 69,292 | $1.21M | 0.03% | +47,935+224.4% | Added |
| First Trust Advisors LP | 61,561 | $1.07M | 0.00% | +61,561 | New |
| Charles Schwab Investment Management Inc | 60,678 | $1.06M | 0.00% | +60,678 | New |
| State Street Corp | 59,100 | $1.03M | 0.00% | +59,100 | New |
| Balyasny Asset Management LLC | 57,171 | $995.3K | 0.00% | −115,251−66.8% | Reduced |
| Stifel Financial Corp | 56,037 | $975.6K | 0.00% | +15,494+38.2% | Added |
| Millennium Management LLC | 54,738 | $953.0K | 0.00% | −20,442−27.2% | Reduced |
| Murchinson Ltd. | 49,553 | $862.7K | 0.46% | −27,861−36.0% | Reduced |
| Jane Street Group, LLC | 48,010 | $835.9K | 0.00% | −118,682−71.2% | Reduced |
| JPMorgan Chase & Co | 47,124 | $820.4K | 0.00% | +43,111+1,074.3% | Added |
| HITE Hedge Asset Management LLC | 45,105 | $785.3K | 0.05% | −17,213−27.6% | Reduced |
| Militia Capital Partners, LP | 44,000 | $766.0K | 0.29% | +18,000+69.2% | Added |
| Anson Funds Management LP | 42,817 | $745.4K | 0.10% | −377−0.9% | Reduced |
| Simplex Trading, LLC | 35,054 | $610.3K | 0.02% | +34,986+51,450.0% | Added |
| Sculptor Capital LP | 34,791 | $605.7K | 0.01% | −66,009−65.5% | Reduced |
| Shah Capital Management | 33,494 | $583.1K | 0.11% | +33,494 | New |
| Ionic Capital Management LLC | 25,519 | $444.3K | 0.44% | +25,519 | New |
| PenderFund Capital Management Ltd. | – | $415.2K | 0.07% | – | New |
| Northern Trust Corp | 22,178 | $386.1K | 0.00% | +22,178 | New |
| Mariner Investment Group LLC | 20,000 | $348.2K | 0.02% | −5,000−20.0% | Reduced |
| Deeter Investments LLP | 16,500 | $287.3K | 0.06% | +16,500 | New |
| HBK Investments L P | 16,149 | $281.2K | 0.00% | −42,677−72.5% | Reduced |
| Group One Trading, L.P. | 15,544 | $270.6K | 0.01% | +15,544 | New |
| Capital Investment Advisory Services, LLC | 15,174 | $264.2K | 0.02% | +1,783+13.3% | Added |
| PharVision Advisers, LLC | 11,723 | $204.1K | 0.10% | +11,723 | New |
| Cinctive Capital Management LP | 10,120 | $176.2K | 0.01% | +10,120 | New |
| Creative Planning | 10,056 | $175.1K | 0.00% | +10,056 | New |
| Covalis Capital LLP | 10,000 | $174.1K | 0.01% | +10,000 | New |
| Wells Fargo & Company | 9,746 | $169.7K | 0.00% | −40,739−80.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,071 | $140.5K | 0.03% | −291,242−97.3% | Reduced |
| Firsthand Capital Management, Inc. | 7,350 | $128.0K | 0.24% | +20.0% | Added |
| BNP Paribas Arbitrage, SA | 7,100 | $123.6K | 0.00% | −351−4.7% | Reduced |
| Caption Management, LLC | 4,376 | $76.2K | 0.00% | −2,624−37.5% | Reduced |
| Harvest Fund Management Co., Ltd | 8,400 | $56.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,617 | $45.6K | 0.00% | +2,617 | New |
| Clear Street Markets LLC | 2,204 | $38.4K | 0.01% | +915+71.0% | Added |
| Walleye Trading LLC | 2,114 | $36.8K | 0.00% | +2,114 | New |
| Parallax Volatility Advisers, L.P. | 2,014 | $35.1K | 0.00% | +2,014 | New |
| Acadian Asset Management LLC | 1,538 | $26.0K | 0.00% | +1,538 | New |
| Quarry LP | 1,301 | $22.7K | 0.00% | +1,301 | New |
| Kestra Advisory Services, LLC | 1,187 | $20.7K | 0.00% | +1,187 | New |
| Los Angeles Capital Management LLC | 778 | $20.4K | 0.00% | +778 | New |
| SBI Securities Co., Ltd. | 894 | $15.6K | 0.00% | +894 | New |
| FNY Investment Advisers, LLC | 897 | $15.0K | 0.00% | +897 | New |
| Picton Mahoney Asset Management | 810 | $14.1K | 0.00% | +810 | New |
| Tower Research Capital LLC (TRC) | 764 | $13.3K | 0.00% | −16,179−95.5% | Reduced |
| Advisor Group Holdings, Inc. | 618 | $10.7K | 0.00% | −2,065−77.0% | Reduced |
| Equitec Proprietary Markets, LLC | 456 | $7.94K | 0.04% | −44−8.8% | Reduced |
| State of Wyoming | 456 | $7.94K | 0.00% | +456 | New |
| DV Equities, LLC | 206 | $3.59K | 0.00% | +206 | New |
| McIlrath & Eck, LLC | 130 | $2.26K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 171 | $2.00K | 0.00% | −51−23.0% | Reduced |
| CoreCap Advisors, LLC | 100 | $1.74K | 0.00% | −158−61.2% | Reduced |
| Signaturefd, LLC | 61 | $1.06K | 0.00% | +60+6,000.0% | Added |
| Jones Financial Companies LLLP | 57 | $992 | 0.00% | +57 | New |
| IFP Advisors, Inc | 53 | $923 | 0.00% | −210−79.8% | Reduced |