West Fraser Timber
WFG
168 hedge funds and large institutions have $2.73B invested in West Fraser Timber in 2026 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 26 closing their positions.
81% more call options, than puts
Call options by funds: $6.92M | Put options by funds: $3.82M
9% more capital invested
Capital invested by funds: $2.5B → $2.73B (+$231M)
1.57% more ownership
Funds ownership: 50.07% → 51.65% (+1.6%)
4% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 57
3% less funds holding
Funds holding: 173 → 168 (-5)
12% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 26
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Atlas FRM
Greenwich,
Connecticut
|
+$44.6M |
| 2 |
VanEck Associates
New York
|
+$30.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.6M |
| 4 |
Goldman Sachs
New York
|
+$14M |
| 5 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.6M |
| 2 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$24.2M |
| 3 |
LN
Lightrock Netherlands
Utrecht,
Netherlands
|
-$20.1M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$8.09M |
| 5 |
NAM
NewGen Asset Management
Toronto,
Ontario, Canada
|
-$6.53M |
WFG Hedge Fund Activity: Q2 2026 in Review
168 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q2 2026, worth a combined $2.73B — up 9.2% from $2.5B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of WFG and 23 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 55 added.
The largest buyer was Atlas FRM, adding an estimated $44.6M. The largest seller was Fidelity Investments, cutting an estimated $37.6M.
- 168 institutional investors held West Fraser Timber (WFG) as of Q2 2026, down from 173 in Q1 2026.
- Funds reported $2.73B of West Fraser Timber stock for Q2 2026, up 9.2% quarter-over-quarter.
- 23 funds opened new West Fraser Timber positions in Q2 2026 and 26 closed out, a net change of -3 holders.
- The largest West Fraser Timber buyer in Q2 2026 was Atlas FRM, an estimated $44.6M added.
- The largest West Fraser Timber seller in Q2 2026 was Fidelity Investments, an estimated $37.6M sold.
Based on aggregated 13F filings for Q2 2026.