West Fraser Timber
202 hedge funds and large institutions have $2.44B invested in West Fraser Timber in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 30 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 66
1.53% more ownership
Funds ownership: 41.63% → 43.16% (+1.5%)
7% more call options, than puts
Call options by funds: $6.2M | Put options by funds: $5.8M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $2.5B → $2.44B (-$55.9M)
6% less funds holding
Funds holding: 214 → 202 (-12)
33% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$92.6M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$54.2M |
| 3 |
LN
Lightrock Netherlands
Utrecht,
Netherlands
|
+$17.6M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$16.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$53.9M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$18.8M |
| 3 |
JP Morgan Chase
New York
|
-$18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$14.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Walleye Trading
New York
| – | -$56.4K | -759 | Closed |
|
227
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$23.2K | -300 | Closed |
|
|
DMIC
228
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| – | -$12.5K | -162 | Closed |
|
|
CFB
229
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$3.23K | -42 | Closed |
|
|
MIM
230
Marshall Investment Management
Littleton,
Colorado
| – | -$3.08K | -40 | Closed |
|
|
HCP
231
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.08K | -14 | Closed |
|
|
CCM
232
Coldstream Capital Management
Bellevue,
Washington
| – | -$539 | -7 | Closed |
|
WFG Hedge Fund Activity: Q2 2025 in Review
202 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q2 2025, worth a combined $2.44B — down 2.2% from $2.5B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of WFG and 20 opened new positions — a net loss of 10 holders — while 66 trimmed existing stakes and 84 added.
The largest buyer was Fidelity International, adding an estimated $92.6M. The largest seller was Vanguard Group, cutting an estimated $53.9M.
- 202 institutional investors held West Fraser Timber (WFG) as of Q2 2025, down from 214 in Q1 2025.
- Funds reported $2.44B of West Fraser Timber stock for Q2 2025, down 2.2% quarter-over-quarter.
- 20 funds opened new West Fraser Timber positions in Q2 2025 and 30 closed out, a net change of -10 holders.
- The largest West Fraser Timber buyer in Q2 2025 was Fidelity International, an estimated $92.6M added.
- The largest West Fraser Timber seller in Q2 2025 was Vanguard Group, an estimated $53.9M sold.
Based on aggregated 13F filings for Q2 2025.