West Fraser Timber
177 hedge funds and large institutions have $2.55B invested in West Fraser Timber in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 44 closing their positions.
153% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $6.06M
5.89% more ownership
Funds ownership: 43.16% → 49.05% (+5.9%)
5% more capital invested
Capital invested by funds: $2.44B → $2.55B (+$112M)
1% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 67
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less funds holding
Funds holding: 202 → 177 (-25)
52% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$199M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$65.5M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$59.3M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$58.4M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$26.2M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$19.8M |
| 3 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$18.7M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$13.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.05M |
WFG Hedge Fund Activity: Q3 2025 in Review
177 of the 7,639 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q3 2025, worth a combined $2.55B — up 4.6% from $2.44B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of WFG and 21 opened new positions — a net loss of 23 holders — while 67 trimmed existing stakes and 68 added.
The largest buyer was Fidelity International, adding an estimated $199M. The largest seller was Geode Capital Management, cutting an estimated $26.2M.
- 177 institutional investors held West Fraser Timber (WFG) as of Q3 2025, down from 202 in Q2 2025.
- Funds reported $2.55B of West Fraser Timber stock for Q3 2025, up 4.6% quarter-over-quarter.
- 21 funds opened new West Fraser Timber positions in Q3 2025 and 44 closed out, a net change of -23 holders.
- The largest West Fraser Timber buyer in Q3 2025 was Fidelity International, an estimated $199M added.
- The largest West Fraser Timber seller in Q3 2025 was Geode Capital Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q3 2025.