TFI International
TFII
292 hedge funds and large institutions have $8.37B invested in TFI International in 2026 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 108 increasing their positions, 89 reducing their positions, and 20 closing their positions.
230% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 20
61% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $17.2M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
35% more capital invested
Capital invested by funds: $6.2B → $8.37B (+$2.17B)
21% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 89
17% more funds holding
Funds holding: 250 → 292 (+42)
0.84% more ownership
Funds ownership: 69.35% → 70.19% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$122M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$102M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$82.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$54.2M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$50.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$252M |
| 2 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$127M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$117M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$102M |
| 5 |
ClearBridge Investments
New York
|
-$81.2M |
TFII Hedge Fund Activity: Q2 2026 in Review
292 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q2 2026, worth a combined $8.37B — up 35% from $6.2B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new TFII positions and 20 closed out — a net gain of 46 holders — while 108 added to existing stakes and 89 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $122M. The largest seller was 1832 Asset Management, cutting an estimated $252M.
- 292 institutional investors held TFI International (TFII) as of Q2 2026, up from 250 in Q1 2026.
- Funds reported $8.37B of TFI International stock for Q2 2026, up 35% quarter-over-quarter.
- 66 funds opened new TFI International positions in Q2 2026 and 20 closed out, a net change of +46 holders.
- The largest TFI International buyer in Q2 2026 was Arrowstreet Capital, an estimated $122M added.
- The largest TFI International seller in Q2 2026 was 1832 Asset Management, an estimated $252M sold.
Based on aggregated 13F filings for Q2 2026.