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KFII

K&F Growth Acquisition Corp II

43 hedge funds and large institutions have $261M invested in K&F Growth Acquisition Corp II in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

64% more capital invested

Capital invested by funds: $159M → $261M (+$102M)

54% more funds holding

Funds holding: 2843 (+15)

27.28% more ownership

Funds ownership: 59.28%86.56% (+27%)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
43
Holders Change
+15
Holders Change %
+53.57%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
8
Reduced
14
Closed
1
Calls
$56K
Puts
Net Calls
+$56K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tenor Capital Management
New York
$20.4M +$20.1M +2,000,000 New
WCMNY
2
Westchester Capital Management (New York)
New York
$19.2M +$4.53M +450,000 +31%
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$12.8M +$251K +25,000 +2%
LA
4
Linden Advisors
New York
$12.7M
MF
5
Magnetar Financial
Illinois
$12.7M +$12.6M +1,250,000 New
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$12.6M +$2.89M +287,500 +30%
AIMCA
7
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.6M +$12.4M +1,237,500 New
KIM
8
Karpus Investment Management
New York
$12.1M +$58.1K +5,775 +0.5%
GCL
9
Glazer Capital LLC
New York
$11.9M -$10.9K -1,085 -0.1%
PMAM
10
Picton Mahoney Asset Management
Ontario, Canada
$10.2M +$10.1M +1,000,000 New
SC
11
Sculptor Capital
New York
$10.2M +$10.1M +1,000,000 New
AA
12
AQR Arbitrage
Connecticut
$10.2M -$2.48M -247,085 -20%
WRBC
13
W.R. Berkley Corp
Connecticut
$9.93M +$3.82M +379,695 +64%
Two Sigma Investments
14
Two Sigma Investments
New York
$8.95M -$268K -26,683 -3%
DCM
15
Driehaus Capital Management
Illinois
$8.16M -$4.01M -398,916 -33%
SSA
16
Schonfeld Strategic Advisors
New York
$8.11M +$3.48M +346,451 +77%
LP
17
LMR Partners
United Kingdom
$7.63M
MCM
18
Moore Capital Management
New York
$5.09M +$5.03M +500,000 New
Millennium Management
19
Millennium Management
New York
$5.09M +$5.03M +499,700 New
JG
20
Jain Global
New York
$4.86M +$4.8M +477,606 New
PC
21
Periscope Capital
Ontario, Canada
$4.45M +$4.4M +437,200 New
WAM
22
Wolverine Asset Management
Illinois
$4.2M +$3.95M +392,335 +1,942%
SCM
23
Shaolin Capital Management
Florida
$4.07M -$1.01M -100,000 -20%
MSU
24
Mizuho Securities USA
New York
$3.88M -$4.69M -465,991 -55%
RCM
25
Radcliffe Capital Management
Pennsylvania
$3.56M +$3.51M +349,331 New

KFII Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in K&F Growth Acquisition Corp II (KFII) for Q2 2025, worth a combined $261M — up 64% from $159M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KFII positions and 1 closed out — a net gain of 15 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Tenor Capital Management, opening a new position worth an estimated $20.1M. The largest seller was Toronto Dominion Bank, cutting an estimated $18M.

  • 43 institutional investors held K&F Growth Acquisition Corp II (KFII) as of Q2 2025, up from 28 in Q1 2025.
  • Funds reported $261M of K&F Growth Acquisition Corp II stock for Q2 2025, up 64% quarter-over-quarter.
  • 16 funds opened new K&F Growth Acquisition Corp II positions in Q2 2025 and 1 closed out, a net change of +15 holders.
  • The largest K&F Growth Acquisition Corp II buyer in Q2 2025 was Tenor Capital Management, an estimated $20.1M added.
  • The largest K&F Growth Acquisition Corp II seller in Q2 2025 was Toronto Dominion Bank, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2025.