Wolfspeed

WOLF

Market cap $1.52B

WOLF Hedge Fund Activity: Q1 2026 in Review

154 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q1 2026, worth a combined $864M — up 12% from $774M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new WOLF positions and 31 closed out — a net gain of 11 holders — while 62 added to existing stakes and 30 trimmed.

The largest buyer was Slate Path Capital, opening a new position worth an estimated $80.1M. The largest seller was Nomura Holdings, exiting entirely with an estimated $23.5M sold.

• 154 institutional investors held Wolfspeed (WOLF) as of Q1 2026, up from 150 in Q4 2025.
• Funds reported $864M of Wolfspeed stock for Q1 2026, up 12% quarter-over-quarter.
• 42 funds opened new Wolfspeed positions in Q1 2026 and 31 closed out, a net change of +11 holders.
• The largest Wolfspeed buyer in Q1 2026 was Slate Path Capital, an estimated $80.1M added.
• The largest Wolfspeed seller in Q1 2026 was Nomura Holdings, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2026.