Rayonier
360 hedge funds and large institutions have $3.32B invested in Rayonier in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 174 reducing their positions, and 61 closing their positions.
12.23% more ownership
Funds ownership: 87.26% → 99.49% (+12%)
2% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 61
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $3.4B → $3.32B (-$85.2M)
5% less call options, than puts
Call options by funds: $4.02M | Put options by funds: $4.24M
2% less funds holding
Funds holding: 367 → 360 (-7)
36% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$87.4M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$21.8M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$21.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.7M |
| 5 |
D.E. Shaw & Co
New York
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$17.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$14.8M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$14.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.8M |
RYN Hedge Fund Activity: Q4 2025 in Review
360 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Rayonier (RYN) for Q4 2025, worth a combined $3.32B — down 2.5% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new RYN positions and 61 closed out — a net gain of 1 holder — while 112 added to existing stakes and 174 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $87.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $17.9M.
- 360 institutional investors held Rayonier (RYN) as of Q4 2025, down from 367 in Q3 2025.
- Funds reported $3.32B of Rayonier stock for Q4 2025, down 2.5% quarter-over-quarter.
- 62 funds opened new Rayonier positions in Q4 2025 and 61 closed out, a net change of +1 holder.
- The largest Rayonier buyer in Q4 2025 was Fuller & Thaler Asset Management, an estimated $87.4M added.
- The largest Rayonier seller in Q4 2025 was T. Rowe Price Associates, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2025.