Wolfspeed
WOLF
266 hedge funds and large institutions have $3.16B invested in Wolfspeed in 2026 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 36 closing their positions.
322% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 36
265% more capital invested
Capital invested by funds: $864M → $3.16B (+$2.29B)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
73% more funds holding
Funds holding: 154 → 266 (+112)
71% more call options, than puts
Call options by funds: $690M | Put options by funds: $403M
61% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 31
25.7% more ownership
Funds ownership: 110.11% → 135.81% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$98.2M |
| 2 |
Two Sigma Investments
New York
|
+$98M |
| 3 |
BlackRock
New York
|
+$82.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$75M |
| 5 |
First Manhattan
New York
|
+$71.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$110M |
| 2 |
Morgan Stanley
New York
|
-$98.3M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$60.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$41.1M |
WOLF Hedge Fund Activity: Q2 2026 in Review
266 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Wolfspeed (WOLF) for Q2 2026, worth a combined $3.16B — up 265% from $864M a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new WOLF positions and 36 closed out — a net gain of 116 holders — while 50 added to existing stakes and 31 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $98.2M. The largest seller was Citigroup, cutting an estimated $110M.
- 266 institutional investors held Wolfspeed (WOLF) as of Q2 2026, up from 154 in Q1 2026.
- Funds reported $3.16B of Wolfspeed stock for Q2 2026, up 265% quarter-over-quarter.
- 152 funds opened new Wolfspeed positions in Q2 2026 and 36 closed out, a net change of +116 holders.
- The largest Wolfspeed buyer in Q2 2026 was JP Morgan Chase, an estimated $98.2M added.
- The largest Wolfspeed seller in Q2 2026 was Citigroup, an estimated $110M sold.
Based on aggregated 13F filings for Q2 2026.