Guru Ownership Trend
Guru Analysis for Weyerhaeuser Company (WY)
Weyerhaeuser Company (WY), a key player in the Real Estate sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $402.52 M.
Top institutional holders include First Eagle Investment and Paul Tudor Jones.
Institutional sentiment is currently Bullish. This is evidenced by a $19.01 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 442.9%. Conversely, Murray Stahl reduced exposure by 46.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.64% | Reduce -0.1% | 14,135,500 | $350.42 M | Q3 2025 | |
| 0.02% | New Buy | 514,777 | $12.76 M | Q3 2025 | |
| 0.01% | Add 107.2% | 453,426 | $11.24 M | Q3 2025 | |
| 0.02% | Add 442.9% | 279,600 | $6.93 M | Q3 2025 | |
| 0.01% | New Buy | 52,193 | $1.29 M | Q3 2025 | |
| 0.01% | Reduce -4.0% | 36,117 | $895,340 | Q3 2025 | |
| 0.00% | Add 12.1% | 22,009 | $545,611 | Q3 2025 | |
| 0.00% | Reduce -46.4% | 15,170 | $376,064 | Q3 2025 | |
| 0.00% | 10,712 | $265,549 | Q3 2025 | ||
| 0.03% | Reduce -1.5% | 9,745 | $241,579 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Weyerhaeuser Company (WY)
Major holders include First Eagle Investment ($350.42 M), Paul Tudor Jones ($12.76 M), Cliff Asness ($11.24 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 15.53 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $19.01 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited WY. The total reported sell value was $6.57 M.
Yes, 2 managers opened new positions in WY, and 3 increased their existing holdings. The total reported buy value was $25.58 M.