Wolfspeed
WOLF
136 hedge funds and large institutions have $485M invested in Wolfspeed in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 10 increasing their positions, 67 reducing their positions, and 137 closing their positions.
1,740% more capital invested
Capital invested by funds: $26.4M → $485M (+$459M)
30.51% less ownership
Funds ownership: 42.37% → 11.86% (-31%)
38% less funds holding
Funds holding: 220 → 136 (-84)
56% less call options, than puts
Call options by funds: $660M | Put options by funds: $1.5B
60% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 137
85% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$6.51M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.26M |
| 3 |
Barclays
London,
United Kingdom
|
+$3.77M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.4M |
| 5 |
HF
HRT Financial
New York
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$19.6M |
| 2 |
Primecap Management
Pasadena,
California
|
-$14.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.9M |
| 4 |
Millennium Management
New York
|
-$10.2M |
| 5 |
Morgan Stanley
New York
|
-$3.49M |
WOLF Hedge Fund Activity: Q3 2025 in Review
136 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q3 2025, worth a combined $485M — up 1,740% from $26.4M a quarter earlier.
Sellers outnumbered buyers: 137 funds closed out of WOLF and 55 opened new positions — a net loss of 82 holders — while 67 trimmed existing stakes and 10 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $6.51M. The largest seller was BlackRock, cutting an estimated $19.6M.
- 136 institutional investors held Wolfspeed (WOLF) as of Q3 2025, down from 220 in Q2 2025.
- Funds reported $485M of Wolfspeed stock for Q3 2025, up 1,740% quarter-over-quarter.
- 55 funds opened new Wolfspeed positions in Q3 2025 and 137 closed out, a net change of -82 holders.
- The largest Wolfspeed buyer in Q3 2025 was Capital Research Global Investors, an estimated $6.51M added.
- The largest Wolfspeed seller in Q3 2025 was BlackRock, an estimated $19.6M sold.
Based on aggregated 13F filings for Q3 2025.