WolfspeedWOLF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 148 institutions reported holding Wolfspeed Inc. (WOLF) in their 13F filings, up 19 from Q3 2025. 53 opened new positions and 43 sold out. The largest holders were Renesas Electronics America Inc. ($293.4M), Morgan Stanley ($42.8M) and Capital Research Global Investors ($40.0M). 4 famous investors held it, including Stanley Druckenmiller (0.1% of Duquesne Family Office's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wolfspeed Inc.
- CUSIP
- 97785W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $176.9M |
| Exits | 43 | $154.9M |
All 13F filers, Q3 2025 → Q4 2025: 18,684,632 shares bought and 9,524,756 shares sold, net +9,159,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Renesas Electronics America Inc. | 100.00% | — | 16,852,372 | $293.4M |
| Morgan Stanley | 0.00% | Add +2466.4% | 2,455,876 | $42.8M |
| Capital Research Global Investors | 0.01% | Reduce -17.2% | 2,298,639 | $40.0M |
| Citigroup Inc. | 0.03% | Add +6267.6% | 2,258,790 | $39.3M |
| FMR LLC | 0.00% | Reduce -35.4% | 1,769,819 | $30.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.4% | 1,536,758 | $26.8M |
| Voya Investment Management LLC | 0.03% | New | 1,400,509 | $24.4M |
| Nomura Holdings Inc. | 0.07% | New | 1,350,000 | $23.5M |
| UBS Group AG | 0.00% | Add +3413.9% | 1,269,548 | $22.1M |
| Point72 Asset Management | 0.03% | New | 990,150 | $17.2M |
| Apollo Management Holdings, L.P. | 0.18% | Add +104.8% | 863,333 | $15.0M |
| Calamos Advisors LLC | 0.07% | New | 715,138 | $12.5M |
| Hudson Bay Capital Management LP | 0.08% | New | 700,000 | $12.2M |
| Alua Capital Management LP | 0.82% | New | 639,491 | $11.1M |
| Barclays PLC | 0.00% | Reduce -68.2% | 598,407 | $10.4M |
| Jefferies Financial Group Inc. | 0.08% | Add +1330.5% | 520,288 | $9.1M |
| Senvest Management, LLC | 0.27% | New | 505,234 | $8.8M |
| Yaupon Capital Management LP | 0.39% | New | 449,973 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +645.3% | 435,917 | $7.6M |
| Jump Financial, LLC | 0.10% | New | 407,770 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +5094.4% | 405,471 | $7.1M |
| Citadel Advisors | 0.00% | Add +549.7% | 402,766 | $7.0M |
| Franklin Resources Inc. | 0.00% | New | 397,457 | $6.9M |
| Prescott Group Capital Management, L.L.C. | 0.60% | New | 368,498 | $6.4M |
| Diameter Capital Partners LP | 0.68% | New | 347,427 | $6.0M |
| Bank of America Corp. | 0.00% | Add +874.1% | 343,620 | $6.0M |
| Vanguard Group Inc. | 0.00% | New | 324,232 | $5.6M |
| Marshall Wace, LLP | 0.01% | New | 303,486 | $5.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +58.5% | 239,580 | $4.2M |
| CastleKnight Management LP | 0.23% | Reduce -25.9% | 229,846 | $4.0M |
| Susquehanna Advisors Group, Inc. | 0.15% | Reduce -7.5% | 225,370 | $3.9M |
| BlackRock, Inc. | 0.00% | Reduce -35.9% | 196,345 | $3.4M |
| ExodusPoint Capital Management, LP | 0.04% | New | 188,971 | $3.3M |
| Duquesne Family Office | 0.08% | New | 186,900 | $3.3M |
| Kore Advisors LP | 5.19% | Reduce -47.7% | 177,250 | $3.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 166,322 | $2.9M |
| Ardsley Advisory Partners LP | 0.37% | New | 165,000 | $2.9M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -37.9% | 157,080 | $2.7M |
| Geode Capital Management, LLC | 0.00% | New | 112,297 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -65.0% | 91,454 | $1.6M |
| Quinn Opportunity Partners LLC | 0.07% | Add +23.9% | 86,400 | $1.5M |
| Marathon Trading Investment Management LLC | 0.17% | Add +452311.1% | 81,434 | $1.4M |
| Two Sigma Investments, LP | 0.00% | New | 73,856 | $1.3M |
| Boothbay Fund Management, LLC | 0.03% | Add +224.4% | 69,292 | $1.2M |
| First Trust Advisors LP | 0.00% | New | 61,561 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 60,678 | $1.1M |
| State Street Corp. | 0.00% | New | 59,100 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -66.8% | 57,171 | $995K |
| Stifel Financial Corp. | 0.00% | Add +38.2% | 56,037 | $976K |
| Millennium Management | 0.00% | Reduce -27.2% | 54,738 | $953K |
| Murchinson Ltd. | 0.54% | Reduce -36.0% | 49,553 | $863K |
| Jane Street Group, LLC | 0.00% | Reduce -71.2% | 48,010 | $836K |
| JPMorgan Chase & Co. | 0.00% | Add +1074.3% | 47,124 | $820K |
| HITE Hedge Asset Management LLC | 0.05% | Reduce -27.6% | 45,105 | $785K |
| Militia Capital Partners, LP | 0.29% | Add +69.2% | 44,000 | $766K |
| Anson Funds Management LP | 0.11% | Reduce -0.9% | 42,817 | $745K |
| Simplex Trading, LLC | 0.02% | Add +51450.0% | 35,054 | $610K |
| Sculptor Capital LP | 0.01% | New | 34,791 | $606K |
| Shah Capital Management | 0.11% | New | 33,494 | $583K |
| Ionic Capital Management LLC | 0.52% | New | 25,519 | $444K |
| Northern Trust Corp. | 0.00% | New | 22,178 | $386K |
| Mariner Investment Group LLC | 0.02% | Reduce -20.0% | 20,000 | $348K |
| Deeter Investments LLP | 0.06% | — | 16,500 | $287K |
| HBK Investments L P | 0.00% | Reduce -72.5% | 16,149 | $281K |
| Group One Trading LLC | 0.01% | New | 15,544 | $271K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +13.3% | 15,174 | $264K |
| PharVision Advisers, LLC | 0.10% | New | 11,723 | $204K |
| Cinctive Capital Management LP | 0.01% | New | 10,120 | $176K |
| Creative Planning | 0.00% | New | 10,056 | $175K |
| Covalis Capital LLP | 0.01% | New | 10,000 | $174K |
| Wells Fargo & Company | 0.00% | Reduce -80.7% | 9,746 | $170K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -97.3% | 8,071 | $141K |
| Firsthand Capital Management, Inc. | 0.24% | Add +0.0% | 7,350 | $128K |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.7% | 7,100 | $124K |
| Caption Management, LLC | 0.00% | Reduce -37.5% | 4,376 | $76K |
| Eastern Bank | 0.00% | New | 2,617 | $46K |
| Summit Securities Group LLC | 0.01% | Add +71.0% | 2,204 | $38K |
| Walleye Trading LLC | 0.00% | New | 2,114 | $37K |
| Parallax Volatility Advisers, L.P. | 0.00% | New | 2,014 | $35K |
| Acadian Asset Management LLC | 0.00% | New | 1,538 | $26K |
| Quarry LP | 0.00% | New | 1,301 | $23K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,187 | $21K |
| Los Angeles Capital Management LLC | 0.00% | New | 778 | $20K |
| SBI Securities Co., Ltd. | 0.00% | New | 894 | $16K |
| FNY Investment Advisers, LLC | 0.00% | New | 897 | $15K |
| Picton Mahoney Asset Management | 0.00% | New | 810 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.5% | 764 | $13K |
| Osaic Holdings, Inc. | 0.00% | Add +865.6% | 618 | $11K |
| Equitec Proprietary Markets, LLC | 0.04% | Reduce -8.8% | 456 | $8K |
| State of Wyoming | 0.00% | New | 456 | $8K |
| DV Equities, LLC | 0.00% | — | 206 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 130 | $2K |
| Valley National Advisers Inc. | 0.00% | Reduce -23.0% | 171 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -61.2% | 100 | $2K |
| Signaturefd, LLC | 0.00% | Add +6000.0% | 61 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 57 | $992 |
| IFP Advisors, Inc | 0.00% | New | 53 | $923 |
| Allworth Financial LP | 0.00% | Reduce -61.9% | 48 | $836 |
| US Bancorp \de | 0.00% | Add +925.0% | 41 | $714 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1150.0% | 25 | $435 |
| Atlantic Private Wealth, LLC | 0.00% | No change | 20 | $348 |
| MAI Capital Management | 0.00% | Reduce -14.3% | 18 | $314 |
| NBT Bank, N.A. | 0.00% | New | 18 | $313 |
| Medallion Wealth Advisors, LLC | 0.00% | Add +6.3% | 17 | $296 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 16 | $279 |
| Financial Perspectives, Inc | 0.00% | No change | 15 | $261 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 13 | $226 |
| Strive Financial Group ,LLC | 0.00% | — | 13 | $226 |
| Navalign, LLC | 0.00% | New | 12 | $209 |
| Archer Investment Corp | 0.00% | Reduce -63.0% | 10 | $174 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -99.9% | 9 | $156 |
| NewEdge Advisors, LLC | 0.00% | No change | 8 | $139 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.0% | 8 | $139 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 8 | $139 |
| International Assets Investment Management, LLC | 0.00% | New | 8 | $139 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -58.3% | 5 | $87 |
| Signature Equity Partners, LLC | 0.00% | — | 5 | $87 |
| Clearstead Advisors, LLC | 0.00% | Add +300.0% | 4 | $70 |
| Sunbelt Securities, Inc. | 0.00% | No change | 4 | $70 |
| Parallel Advisors, LLC | 0.00% | Reduce -63.6% | 4 | $70 |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -96.2% | 4 | $70 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3 | $52 |
| Rockefeller Capital Management L.P. | 0.00% | Add +50.0% | 3 | $52 |
| ORG Partners LLC | 0.00% | Add +50.0% | 3 | $52 |
| GAMMA Investing LLC | 0.00% | No change | 3 | $52 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 3 | $52 |
| CENTRAL TRUST Co | 0.00% | No change | 2 | $35 |
| Larson Financial Group LLC | 0.00% | Add +100.0% | 2 | $35 |
| Global Retirement Partners, LLC | 0.00% | Add +100.0% | 2 | $35 |
| CrossGen Wealth, LLC | 0.00% | — | 2 | $35 |
| Huntington National Bank | 0.00% | Add +100.0% | 2 | $34 |
| Arax Advisory Partners | 0.00% | Reduce -98.8% | 1 | $18 |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -98.2% | 1 | $18 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 1 | $18 |
| Comerica Bank | 0.00% | Reduce -66.7% | 1 | $17 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $17 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $17 |
| Independence Bank of Kentucky | 0.00% | New | 1 | $17 |
| Solstein Capital, LLC | 0.00% | No change | 1 | $17 |
| Fortis Group Advisors, LLC | 0.00% | No change | 1 | $17 |
| JDM Financial Group LLC | 0.00% | New | 1 | $17 |
| Westfuller Advisors, LLC | 0.00% | No change | 1 | $17 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $17 |
| Benson Wealth Management INC | 0.00% | — | 1 | $17 |
| Cornerstone Financial Management LLC | 0.00% | — | 1 | $17 |
| Monetary Solutions, Ltd | 0.00% | — | 1 | $17 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 1 | $17 |
| Cwm, LLC | 0.00% | Reduce -95.6% | 5 | $0 |
"% of holder's portfolio" is WOLF's weight in each manager's 13F, not the share of Wolfspeed Inc. the manager owns.