West Fraser Timber
WFG
158 hedge funds and large institutions have $2.24B invested in West Fraser Timber in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 39 closing their positions.
218% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $3.58M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.03% more ownership
Funds ownership: 49.05% → 50.09% (+1%)
5% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 55
11% less funds holding
Funds holding: 177 → 158 (-19)
12% less capital invested
Capital invested by funds: $2.55B → $2.24B (-$315M)
33% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$93.2M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$50.2M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$27.7M |
| 4 |
Millennium Management
New York
|
+$8.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$52.7M |
| 2 |
Vontobel Holding
Zurich,
Switzerland
|
-$22.2M |
| 3 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$20.1M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$18M |
| 5 |
Jane Street
New York
|
-$15.2M |
WFG Hedge Fund Activity: Q4 2025 in Review
158 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q4 2025, worth a combined $2.24B — down 12% from $2.55B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of WFG and 26 opened new positions — a net loss of 13 holders — while 55 trimmed existing stakes and 58 added.
The largest buyer was Donald Smith & Co, opening a new position worth an estimated $93.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $52.7M.
- 158 institutional investors held West Fraser Timber (WFG) as of Q4 2025, down from 177 in Q3 2025.
- Funds reported $2.24B of West Fraser Timber stock for Q4 2025, down 12% quarter-over-quarter.
- 26 funds opened new West Fraser Timber positions in Q4 2025 and 39 closed out, a net change of -13 holders.
- The largest West Fraser Timber buyer in Q4 2025 was Donald Smith & Co, an estimated $93.2M added.
- The largest West Fraser Timber seller in Q4 2025 was Thrivent Financial for Lutherans, an estimated $52.7M sold.
Based on aggregated 13F filings for Q4 2025.