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 |
|---|---|---|---|---|---|
| Murchinson Ltd. | 49,553 | $862.7K | 0.46% | −27,861−36.0% | Reduced |
| Millennium Management LLC | 54,738 | $953.0K | 0.00% | −20,442−27.2% | Reduced |
| Stifel Financial Corp | 56,037 | $975.6K | 0.00% | +15,494+38.2% | Added |
| Balyasny Asset Management LLC | 57,171 | $995.3K | 0.00% | −115,251−66.8% | Reduced |
| State Street Corp | 59,100 | $1.03M | 0.00% | +59,100 | New |
| Charles Schwab Investment Management Inc | 60,678 | $1.06M | 0.00% | +60,678 | New |
| First Trust Advisors LP | 61,561 | $1.07M | 0.00% | +61,561 | New |
| Boothbay Fund Management, LLC | 69,292 | $1.21M | 0.03% | +47,935+224.4% | Added |
| Two Sigma Investments, LP | 73,856 | $1.29M | 0.00% | +73,856 | New |
| Marathon Trading Investment Management LLC | 81,434 | $1.42M | 0.17% | +81,416+452,311.1% | Added |
| Quinn Opportunity Partners LLC | 86,400 | $1.50M | 0.07% | +16,686+23.9% | Added |
| Prudential Financial Inc | 91,454 | $1.59M | 0.00% | −169,850−65.0% | Reduced |
| Geode Capital Management, LLC | 112,297 | $1.96M | 0.00% | +112,297 | New |
| DekaBank Deutsche Girozentrale | 72,690 | $2.22M | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 157,080 | $2.73M | 0.00% | −95,680−37.9% | Reduced |
| Ardsley Advisory Partners LP | 165,000 | $2.87M | 0.37% | +165,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 166,322 | $2.90M | 0.00% | +166,322 | New |
| Kore Advisors LP | 177,250 | $3.09M | 4.81% | −161,881−47.7% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 186,900 | $3.25M | 0.08% | +186,900 | New |
| ExodusPoint Capital Management, LP | 188,971 | $3.29M | 0.04% | +188,971 | New |
| BlackRock, Inc. | 196,345 | $3.42M | 0.00% | −109,945−35.9% | Reduced |
| Susquehanna Advisors Group, Inc. | 225,370 | $3.92M | 0.13% | −18,178−7.5% | Reduced |
| CastleKnight Management LP | 229,846 | $4.00M | 0.23% | −80,200−25.9% | Reduced |
| Qube Research & Technologies Ltd | 239,580 | $4.17M | 0.01% | +88,451+58.5% | Added |
| Marshall Wace, LLP | 303,486 | $5.28M | 0.01% | +303,486 | New |
| Vanguard Group Inc | 324,232 | $5.64M | 0.00% | +324,232 | New |
| Bank of America Corp | 343,620 | $5.98M | 0.00% | +308,344+874.1% | Added |
| Diameter Capital Partners LP | 347,427 | $6.05M | 0.63% | +347,427 | New |
| Prescott Group Capital Management, L.L.C. | 368,498 | $6.42M | 0.60% | +368,498 | New |
| Franklin Resources Inc | 397,457 | $6.92M | 0.00% | +397,457 | New |
| Citadel Advisors LLC | 402,766 | $7.01M | 0.00% | +340,777+549.7% | Added |
| Susquehanna International Group, LLP | 405,471 | $7.06M | 0.01% | +397,665+5,094.4% | Added |
| Jump Financial, LLC | 407,770 | $7.10M | 0.09% | +407,770 | New |
| Goldman Sachs Group Inc | 435,917 | $7.59M | 0.00% | +377,431+645.3% | Added |
| Yaupon Capital Management LP | 449,973 | $7.83M | 0.38% | +449,973 | New |
| Senvest Management, LLC | 505,234 | $8.80M | 0.27% | +505,234 | New |
| Jefferies Financial Group Inc. | 520,288 | $9.06M | 0.07% | +483,918+1,330.5% | Added |
| Barclays PLC | 598,407 | $10.4M | 0.00% | −1,285,634−68.2% | Reduced |
| Alua Capital Management LP | 639,491 | $11.1M | 0.83% | +639,491 | New |
| Hudson Bay Capital Management LP | 700,000 | $12.2M | 0.07% | +700,000 | New |
| Calamos Advisors LLC | 715,138 | $12.5M | 0.05% | +715,138 | New |
| Apollo Management Holdings, L.P. | 863,333 | $15.0M | 0.15% | +441,874+104.8% | Added |
| Point72 Asset Management, L.P. | 990,150 | $17.2M | 0.03% | +990,150 | New |
| UBS Group AG | 1,269,548 | $22.1M | 0.00% | +1,233,419+3,413.9% | Added |
| Nomura Holdings Inc | 1,350,000 | $23.5M | 0.07% | +1,350,000 | New |
| Voya Investment Management LLC | 1,400,509 | $24.4M | 0.02% | +1,400,509 | New |
| Price T Rowe Associates Inc | 1,536,758 | $26.8M | 0.00% | +5,988+0.4% | Added |
| FMR LLC | 1,769,819 | $30.8M | 0.00% | −967,833−35.4% | Reduced |
| Citigroup Inc | 2,258,790 | $39.3M | 0.03% | +2,223,317+6,267.6% | Added |
| Capital Research Global Investors | 2,298,639 | $40.0M | 0.01% | −478,481−17.2% | Reduced |
| Morgan Stanley | 2,455,876 | $42.8M | 0.00% | +2,360,184+2,466.4% | Added |
| Renesas Electronics America Inc. | 16,852,372 | $293.4M | 100.00% | +16,852,372 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −890,669−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −591,613−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −587,698−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −582,845−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −563,947−100.0% | Sold out |
| Camden Asset Management L P | 0 | $0 | 0.00% | −330,479−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −300,055−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −290,522−100.0% | Sold out |
| Silverback Asset Management LLC | 0 | $0 | 0.00% | −286,407−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −176,231−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −126,087−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −124,348−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −124,184−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −99,935−100.0% | Sold out |
| Aequim Alternative Investments LP | 0 | $0 | 0.00% | −68,814−100.0% | Sold out |
| Tenor Capital Management Co., L.P. | 0 | $0 | 0.00% | −64,515−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −48,998−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −43,830−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −32,634−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −25,685−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −20,345−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −16,557−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,078−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,959−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −31,942−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |