New Positions
4 managers initiated
Top five by reported value
Wolfspeed Inc NEW YORK STOCK EXCHANGE, INC.:WOLF
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new1 added3 reduced11 exited
Total Institutional Holders
8
as of 2025-12-31
Top Holder
Swiss Life Asset Management Ltd
$4.3M
Largest QoQ Increase
BARCLAYS PLC
+251,650 sh
Largest QoQ Decrease
NEW YORK STATE COMMON RETIREMENT FUND
-2,170,768 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 82,819 | +82,819 | $4.3M | +$4.3M | — |
| Prestige Wealth Management Group LLC | 259 | +259 | $1.9K | +$1.9K | — |
| IFP Advisors, Inc | 263 | +263 | $318 | +$318 | — |
| Aventura Private Wealth, LLC | 130 | +130 | $225 | +$225 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BARCLAYS PLC | 277,056 | +251,650 | $110.5K | -$616.1K | 990.5% |
Reduced(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 72,690 | 0 | $2.2K | +$23 | 0.0% |
| Winch Advisory Services, LLC | 2 | 0 | $35 | -$22 | 0.0% |
| Harvest Fund Management Co., Ltd | 8,400 | 0 | $56 | $0 | 0.0% |
Sold Out(11)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -2,170,768 | $0 | -$75.4M | — |
| Sculptor Capital LP | 0 | -2,013,200 | $0 | -$57.6M | — |
| NORGES BANK | 0 | -565,504 | $0 | -$5.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0 | -1,304,807 | $0 | -$4.0M | — |
| Royal Bank of Canada | 0 | -179,960 | $0 | -$249.0K | — |
| PEAK6 LLC | 0 | -209,227 | $0 | -$83.4K | — |
| CI Private Wealth, LLC | 0 | -16,918 | $0 | -$6.7K | — |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | -1,398 | $0 | -$4.3K | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -2,619 | $0 | -$3.2K | — |
| Capital Markets Trading UK LLP | 0 | -16,557 | $0 | -$474 | — |
| Independence Bank of Kentucky | 0 | -114 | $0 | -$138 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 82,819 | $4.3M | +82,819 | — |
| BARCLAYS PLC | 277,056 | $110.5K | +251,650 | 990.5% |
| DekaBank Deutsche Girozentrale | 72,690 | $2.2K | 0 | 0.0% |
| Prestige Wealth Management Group LLC | 259 | $1.9K | +259 | — |
| IFP Advisors, Inc | 263 | $318 | +263 | — |
| Aventura Private Wealth, LLC | 130 | $225 | +130 | — |
| Harvest Fund Management Co., Ltd | 8,400 | $56 | 0 | 0.0% |
| Winch Advisory Services, LLC | 2 | $35 | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
11 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for WOLF against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.