TFI International
TFII
255 hedge funds and large institutions have $4.93B invested in TFI International in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 35 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 78
13% more capital invested
Capital invested by funds: $4.37B → $4.93B (+$558M)
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less funds holding
Funds holding: 257 → 255 (-2)
1.08% less ownership
Funds ownership: 66.82% → 65.74% (-1.1%)
43% less call options, than puts
Call options by funds: $24.5M | Put options by funds: $43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$95.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$78.1M |
| 3 |
Morgan Stanley
New York
|
+$51.7M |
| 4 |
Goldman Sachs
New York
|
+$41.2M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$36.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$178M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$167M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$72.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$55.9M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$55.9M |
TFII Hedge Fund Activity: Q2 2025 in Review
255 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q2 2025, worth a combined $4.93B — up 13% from $4.37B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new TFII positions and 35 closed out — a net gain of 3 holders — while 105 added to existing stakes and 78 trimmed.
The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $95.8M. The largest seller was Capital International Investors, cutting an estimated $178M.
- 255 institutional investors held TFI International (TFII) as of Q2 2025, down from 257 in Q1 2025.
- Funds reported $4.93B of TFI International stock for Q2 2025, up 13% quarter-over-quarter.
- 38 funds opened new TFI International positions in Q2 2025 and 35 closed out, a net change of +3 holders.
- The largest TFI International buyer in Q2 2025 was Jarislowsky, Fraser Ltd, an estimated $95.8M added.
- The largest TFI International seller in Q2 2025 was Capital International Investors, an estimated $178M sold.
Based on aggregated 13F filings for Q2 2025.