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Wolfspeed, Inc.

WOLF Technology
$26 +$0.15 (0.58%)
Market Cap: $1.17 B
Gurus Holding
3
Popularity Rank
#2983
% of Shares Held
3.76%
Net Activity (Q4 2025)
+$27.52 M

Guru Ownership Trend

Guru Analysis for Wolfspeed, Inc. (WOLF)

Wolfspeed, Inc. (WOLF), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $44.13 M.

Top institutional holders include Steven Cohen and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $27.52 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$28.92 M
Total Buy Value
New Buys 2
Additions 1
-$1.4 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Wolfspeed, Inc. (WOLF)

Major holders include Steven Cohen ($17.24 M), Jefferies Group ($9.06 M), Stanley Druckenmiller ($3.25 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $27.52 M, with 3 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited WOLF. The total reported sell value was $1.4 M.

Yes, 2 managers opened new positions in WOLF, and 1 increased their existing holdings. The total reported buy value was $28.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% New Buy 990,150 $17.24 M Q4 2025
0.05% Add 1330.5% 520,288 $9.06 M Q4 2025
0.07% New Buy 186,900 $3.25 M Q4 2025
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