who owns WOLF
7/2/2025 01:56pm
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The deep research logic is organized as follows:
Okay, let's tackle the user's question: "who owns WOLF". The user is asking about the ownership structure of Wolfspeed (WOLF). First, I need to check the provided references and background to gather relevant information.
Looking at the references, there are several mentions of institutional ownership. Reference 2 from 2024-07-25 provides detailed institutional ownership data, including the number of institutional owners, long positions, short positions, and changes. However, the user's question is about ownership as of 2025, so I need to check if there are more recent references.
References 7, 15, and 24 mention institutional holdings in 2025. Reference 7 talks about SG Americas Securities increasing their stake in Q1 2025. Reference 15 mentions UBS cutting their holdings in Q4 2024. Reference 24 lists 244 institutional holders as of 2025-03-31, but the data is repetitive with the same stock code and last price.
There's also a mention in Reference 2 that as of 2024-03-28, there were 748 institutional owners, but that's older data. The user's question is current, so the 2025 data is more relevant. However, the references for 2025 Q2 (Number 11 and 21) show 0 results found, meaning there's no updated data available.
The user's profile mentions they're interested in institutional ownership and smart money inflow. They also focus on the Semiconductor industry and Apple concepts. So, the answer should highlight institutional ownership trends, key shareholders, and any recent changes, especially post-bankruptcy filing.
From the references, after the bankruptcy filing in June 2025, Wolfspeed's institutional ownership might have changed. However, the latest data available is from March 2025 (Reference 24). The user might be interested in knowing if major institutions have increased or decreased their stakes post-bankruptcy. But since the references don't provide 2025 Q2 data, I can't mention specific changes.
I should structure the answer by first stating the current institutional ownership as of the latest available data (March 2025), mention the key institutional holders from 2024 data, and note that post-bankruptcy restructuring might have affected ownership but there's no recent data. Also, include the fact that the company was dropped from some indices (Russell Midcap, S&P Composite 1500) in 2025, which might impact institutional holdings indirectly.
I need to ensure the answer is clear, uses tables for data, and cites the references properly. Also, since the user is interested in institutional ownership, highlight the major funds and any recent changes, even if the data is a bit old. Make sure to mention the lack of 2025 Q2 data and the implications of the bankruptcy on ownership structure.
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### 🎯 **Conclusion**
**Wolfspeed (WOLF)** is primarily owned by institutional investors, with a fragmented ownership structure dominated by hedge funds, mutual funds, and ETFs. Recent restructuring efforts post-Chapter 11 bankruptcy have likely shifted ownership dynamics, but **2025 Q2 institutional ownership data is unavailable** . Below is the latest available breakdown of ownership as of **2024-03-28** and key institutional stakeholders.
---
### 📊 **Analysis**
#### 1. **Institutional Ownership Breakdown**
| Metric | Value | Implication |
|------------------------|-------------|------------------------------------------------------------------------------|
| **Total Institutional Owners** | 748 | High fragmentation; 682 long-only, 37 short-only, 29 long/short |
| **Average Portfolio Allocation** | 0.1544% | Minimal allocation in institutional portfolios |
| **Long Position (Shares)** | 171,238,819 | Represents 136.06% of outstanding shares (excl. 13D/G filings) |
| **Long Position Value** | $4.916M | Small but strategic stakes |
#### 2. **Key Institutional Holders**
| Fund/Institution | Position (Shares) | Change (MRQ) | Notable Details |
|------------------------|------------------|----------------|------------------|
| **Rowe Price Science & Tech Fund** | 555,624 | +24,175 | Long-term holder |
| **Dimensional US Core Equity 1 ETF** | 6,350 | +40.24 | Mid-cap exposure |
| **Select Equity Group, L.P.** | 996,783 | +29,405 | Active trader |
| **SG Americas Securities LLC** | 533,965 | +431,680 | Recent stake increase (Q1 2025) |
| **UBS Asset Management Americas LLC** | 961,773 | -2,114,161 | Reduced holdings (Q4 2024) |
#### 3. **Recent Changes**
- **Stake Adjustments**:
- **SG Americas**: Increased holdings by **422%** in Q1 2025 .
- **UBS**: Cut holdings by **68.7%** in Q4 2024 .
- **Index Changes**:
- Removed from **Russell Midcap Index** and **S&P Composite 1500** in 2025 .
- Added to **Russell 2000 Dynamic Index** .
#### 4. **Ownership Implications**
- **High Volatility**: Recent restructuring and bankruptcy filing (Chapter 11) likely caused shifts in institutional sentiment .
- **Strategic Importance**: Key lenders (e.g., Renesas Electronics, convertible debtholders) hold significant influence post-restructuring .
---
### 🚨 **Final Call**
Wolfspeed’s ownership structure reflects **high institutional turnover** and **strategic realignment** post-bankruptcy. While **SG Americas** and **Select Equity Group** remain key players, the lack of **2025 Q2 data** limits clarity on current holdings . For **Apple Concept** and **ESG Theme** investors, monitor restructuring outcomes and creditor alignment for potential shifts in ownership dynamics. 🚨
|code|Ticker|Name|Date|Institutional Position Ratio|market_code|
|---|---|---|---|---|---|
|WOLF|WOLF.N|Wolfspeed|20250122|98.3247|169|
|WOLF|WOLF.N|Wolfspeed|20250123|98.3349|169|
|WOLF|WOLF.N|Wolfspeed|20250124|98.3428|169|
|WOLF|WOLF.N|Wolfspeed|20250127|98.0697|169|
|WOLF|WOLF.N|Wolfspeed|20250128|98.4671|169|
|WOLF|WOLF.N|Wolfspeed|20250129|98.4859|169|
|WOLF|WOLF.N|Wolfspeed|20250130|98.533|169|
|WOLF|WOLF.N|Wolfspeed|20250131|98.5643|169|
|WOLF|WOLF.N|Wolfspeed|20250203|98.6489|169|
|WOLF|WOLF.N|Wolfspeed|20250204|98.0917|169|