Wolfspeed, Inc.: which funds bought and sold
Institutions that bought and sold Wolfspeed shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 200 institutions that filed 13F reports for both quarters added to or opened positions in Wolfspeed, and 66 cut or closed them. Together they added a net 12.5M shares, +23.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 6.4M shares (+42.0%); index fund managers were net buyers of 4.2M shares (+106.7%). 149 opened a new position and 35 sold out entirely.
Bought, Q2 2026 200 institutions, 149 of them new holders Sold, Q2 2026 66 institutions, 35 of them sold out
Net change, all compared +12.5M shares (+23.6%)
Net change, active managers +6.4M shares (+42.0%), 42 bought, 14 sold
Buyers versus sellers
200 bought 31 66 sold
Active managers and hedge funds 42 bought · 14 sold · +6.4M
Index fund managers 8 bought · 1 sold · +4.2M
Other institutions 150 bought · 51 sold · +2.0M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | +2.3M +112743400.0% | 2.3M | $99.8M |
| Two Sigma Investments, LP Hedge fund | +2.3M +10044.9% | 2.3M | $110M |
| Blackrock, Inc. Index funds | +1.9M +410.3% | 2.4M | $114M |
| State Street Corp Index funds | +1.7M +192.0% | 2.6M | $126M |
| First Manhattan Co. Llc. Active manager | +1.6M New position | 1.6M | $79.4M |
| Price T Rowe Associates Inc Active manager | +1.1M +52.8% | 3.1M | $147M |
| Goldman Sachs Group Inc | +956K +69.7% | 2.3M | $112M |
| Think Investments LP | +902K New position | 902K | $43.5M |
| Avantyr Capital Partners, LP | +811K New position | 811K | $39.1M |
| Cloudalpha Capital Management Limited/Hong Kong | +719K New position | 719K | $34.7M |
| Voloridge Investment Management, LLC Hedge fund | +705K New position | 705K | $34M |
| Jane Street Group, LLC | +670K New position | 670K | $32.3M |
| Ameriprise Financial Inc | +583K New position | 583K | $28.1M |
| Electron Capital Partners, LLC Hedge fund | +571K New position | 571K | $27.6M |
| T. Rowe Price Investment Management, Inc. Active manager | +562K New position | 562K | $27.1M |
| BNP Paribas Financial Markets | +538K +314.5% | 710K | $34.2M |
| Penn Capital Management Company, LLC Active manager | +514K New position | 514K | $24.8M |
| Renaissance Technologies LLC Hedge fund | +499K New position | 499K | $24.1M |
| Geode Capital Management, LLC Index funds | +449K +144.2% | 760K | $36.7M |
| Lido Advisors, LLC | +386K New position | 386K | $18.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Two Sigma Investments, LP Hedge fund | +2.3M +10044.9% | 2.3M | $110M |
| First Manhattan Co. Llc. Active manager | +1.6M New position | 1.6M | $79.4M |
| Price T Rowe Associates Inc Active manager | +1.1M +52.8% | 3.1M | $147M |
| Voloridge Investment Management, LLC Hedge fund | +705K New position | 705K | $34M |
| Electron Capital Partners, LLC Hedge fund | +571K New position | 571K | $27.6M |
| T. Rowe Price Investment Management, Inc. Active manager | +562K New position | 562K | $27.1M |
| Penn Capital Management Company, LLC Active manager | +514K New position | 514K | $24.8M |
| Renaissance Technologies LLC Hedge fund | +499K New position | 499K | $24.1M |
| D. E. Shaw & Co., Inc. Hedge fund | +359K New position | 359K | $17.3M |
| LMR Partners LLP Hedge fund | +342K New position | 342K | $16.5M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citigroup Inc | −2.5M −77.5% | 735K | $35.5M |
| Morgan Stanley | −2.3M −52.8% | 2.0M | $97.2M |
| Voya Investment Management LLC | −1.4M −99.6% | 5,565 | $268,511 |
| Capital Research Global Investors Active manager | −1.3M Sold out | 0 | — |
| FMR LLC Active manager | −1.0M −63.5% | 584K | $28.2M |
| Citadel Advisors LLC Hedge fund | −945K −90.4% | 100K | $4.8M |
| Shah Capital Management | −509K Sold out | 0 | — |
| Woodson Capital Management, LP | −440K −46.8% | 500K | $24.1M |
| Vanguard Capital Management LLC Index funds | −418K −23.2% | 1.4M | $66.6M |
| Barclays PLC | −416K −91.5% | 39K | $1.9M |
| SG Americas Securities, LLC | −387K −94.6% | 22K | $1.1M |
| Kettle Hill Capital Management, LLC | −366K Sold out | 0 | — |
| Prescott Group Capital Management, L.L.C. | −286K Sold out | 0 | — |
| Soros Fund Management LLC Hedge fund | −251K Sold out | 0 | — |
| Susquehanna Advisors Group, Inc. | −225K Sold out | 0 | — |
| Castleknight Management LP Hedge fund | −204K −88.7% | 26K | $1.3M |
| Healthcare Of Ontario Pension Plan Trust Fund | −166K Sold out | 0 | — |
| Kore Advisors LP | −158K Sold out | 0 | — |
| Loomis Sayles & Co L P Active manager | −157K Sold out | 0 | — |
| Panoramic Capital, LLC | −140K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Capital Research Global Investors Active manager | −1.3M Sold out | 0 | — |
| FMR LLC Active manager | −1.0M −63.5% | 584K | $28.2M |
| Citadel Advisors LLC Hedge fund | −945K −90.4% | 100K | $4.8M |
| Soros Fund Management LLC Hedge fund | −251K Sold out | 0 | — |
| Castleknight Management LP Hedge fund | −204K −88.7% | 26K | $1.3M |
| Loomis Sayles & Co L P Active manager | −157K Sold out | 0 | — |
| Lazard Asset Management LLC Active manager | −110K −99.8% | 262 | $12,642 |
| Tudor Investment Corp Et Al Hedge fund | −89K −40.8% | 129K | $6.2M |
| Balyasny Asset Management L.P. Hedge fund | −75K −58.7% | 53K | $2.5M |
| Calamos Advisors LLC Active manager | −55K −7.8% | 660K | $31.8M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| First Manhattan Co. Llc.Active manager | 1.6M | $79.4M |
| Think Investments LP | 902K | $43.5M |
| Avantyr Capital Partners, LP | 811K | $39.1M |
| Cloudalpha Capital Management Limited/Hong Kong | 719K | $34.7M |
| Voloridge Investment Management, LLCHedge fund | 705K | $34M |
| Jane Street Group, LLC | 670K | $32.3M |
| Ameriprise Financial Inc | 583K | $28.1M |
| Electron Capital Partners, LLCHedge fund | 571K | $27.6M |
| T. Rowe Price Investment Management, Inc.Active manager | 562K | $27.1M |
| Penn Capital Management Company, LLCActive manager | 514K | $24.8M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Capital Research Global InvestorsActive manager | 1.3M | $21.9M |
| Shah Capital Management | 509K | $8.3M |
| Kettle Hill Capital Management, LLC | 366K | $6M |
| Prescott Group Capital Management, L.L.C. | 286K | $4.7M |
| Soros Fund Management LLCHedge fund | 251K | $4.1M |
| Susquehanna Advisors Group, Inc. | 225K | $3.7M |
| Healthcare Of Ontario Pension Plan Trust Fund | 166K | $2.7M |
| Kore Advisors LP | 158K | $2.6M |
| Loomis Sayles & Co L PActive manager | 157K | $2.6M |
| Panoramic Capital, LLC | 140K | $2.3M |
Who holds the shares
- Institutions reporting
- 265
- Ten largest holders
- 60.7% of 13F-reported shares
- Index fund managers
- 12.3% of 13F-reported shares
- Active managers and hedge funds
- 32.9% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 42 | 14 | 33 | 4 | +6.4M | +42.0% |
| Index fund managers | 8 | 1 | 2 | 0 | +4.2M | +106.7% |
| Other institutions | 150 | 51 | 114 | 31 | +2.0M | +5.8% |