West Fraser Timber
WFG
173 hedge funds and large institutions have $2.5B invested in West Fraser Timber in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 20 closing their positions.
252% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $3.81M
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 49
12% more capital invested
Capital invested by funds: $2.24B → $2.5B (+$258M)
9% more funds holding
Funds holding: 158 → 173 (+15)
0.01% less ownership
Funds ownership: 50.09% → 50.07% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$29.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.7M |
| 3 |
SCP
SailingStone Capital Partners
Houston,
Texas
|
+$17.6M |
| 4 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
+$16.6M |
| 5 |
QI
QV Investors
Calgary,
Alberta, Canada
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$93.9M |
| 2 |
BlackRock
New York
|
-$15.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$12M |
| 4 |
D.E. Shaw & Co
New York
|
-$11.9M |
| 5 |
Millennium Management
New York
|
-$7.71M |
WFG Hedge Fund Activity: Q1 2026 in Review
173 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in West Fraser Timber (WFG) for Q1 2026, worth a combined $2.5B — up 12% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new WFG positions and 20 closed out — a net gain of 17 holders — while 64 added to existing stakes and 49 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $29.2M. The largest seller was Bank of Montreal, cutting an estimated $93.9M.
- 173 institutional investors held West Fraser Timber (WFG) as of Q1 2026, up from 158 in Q4 2025.
- Funds reported $2.5B of West Fraser Timber stock for Q1 2026, up 12% quarter-over-quarter.
- 37 funds opened new West Fraser Timber positions in Q1 2026 and 20 closed out, a net change of +17 holders.
- The largest West Fraser Timber buyer in Q1 2026 was Goldman Sachs, an estimated $29.2M added.
- The largest West Fraser Timber seller in Q1 2026 was Bank of Montreal, an estimated $93.9M sold.
Based on aggregated 13F filings for Q1 2026.