Greenfire Resources
GFR
39 hedge funds and large institutions have $56M invested in Greenfire Resources in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
34% more funds holding
Funds holding: 29 → 39 (+10)
7.05% less ownership
Funds ownership: 23.97% → 16.93% (-7%)
27% less capital invested
Capital invested by funds: $76.9M → $56M (-$20.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Moerus Capital Management
New York
|
+$8.05M |
| 2 |
NC
Nokomis Capital
Dallas,
Texas
|
+$4.52M |
| 3 |
WC
Wexford Capital
West Palm Beach,
Florida
|
+$4.34M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Encompass Capital Advisors
New York
|
-$21.3M |
| 2 |
BGDI
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
-$15.1M |
| 3 |
LCG
Luxor Capital Group
New York
|
-$8.9M |
| 4 |
SAMU
SONA Asset Management (US)
New York
|
-$5.35M |
| 5 |
CM
CastleKnight Management
New York
|
-$761K |
GFR Hedge Fund Activity: Q4 2025 in Review
39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Greenfire Resources (GFR) for Q4 2025, worth a combined $56M — down 27% from $76.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new GFR positions and 7 closed out — a net gain of 10 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Moerus Capital Management, opening a new position worth an estimated $8.05M. The largest seller was Encompass Capital Advisors, exiting entirely with an estimated $21.3M sold.
- 39 institutional investors held Greenfire Resources (GFR) as of Q4 2025, up from 29 in Q3 2025.
- Funds reported $56M of Greenfire Resources stock for Q4 2025, down 27% quarter-over-quarter.
- 17 funds opened new Greenfire Resources positions in Q4 2025 and 7 closed out, a net change of +10 holders.
- The largest Greenfire Resources buyer in Q4 2025 was Moerus Capital Management, an estimated $8.05M added.
- The largest Greenfire Resources seller in Q4 2025 was Encompass Capital Advisors, an estimated $21.3M sold.
Based on aggregated 13F filings for Q4 2025.