TFI International
TFII
234 hedge funds and large institutions have $5.89B invested in TFI International in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 33 closing their positions.
146% more call options, than puts
Call options by funds: $36.8M | Put options by funds: $14.9M
25% more capital invested
Capital invested by funds: $4.72B → $5.89B (+$1.17B)
4.35% more ownership
Funds ownership: 64.97% → 69.32% (+4.3%)
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
1% less funds holding
Funds holding: 236 → 234 (-2)
9% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 87
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$330M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$139M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$131M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$114M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$99.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$96.7M |
| 2 |
Goldman Sachs
New York
|
-$62.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$45.1M |
| 4 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$41.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34M |
TFII Hedge Fund Activity: Q4 2025 in Review
234 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q4 2025, worth a combined $5.89B — up 25% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new TFII positions and 33 closed out — a net gain of 1 holder — while 79 added to existing stakes and 87 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $330M. The largest seller was Maple Rock Capital Partners, exiting entirely with an estimated $96.7M sold.
- 234 institutional investors held TFI International (TFII) as of Q4 2025, down from 236 in Q3 2025.
- Funds reported $5.89B of TFI International stock for Q4 2025, up 25% quarter-over-quarter.
- 34 funds opened new TFI International positions in Q4 2025 and 33 closed out, a net change of +1 holder.
- The largest TFI International buyer in Q4 2025 was 1832 Asset Management, an estimated $330M added.
- The largest TFI International seller in Q4 2025 was Maple Rock Capital Partners, an estimated $96.7M sold.
Based on aggregated 13F filings for Q4 2025.