TFI International
TFII
250 hedge funds and large institutions have $6.2B invested in TFI International in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 80 reducing their positions, and 26 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
69% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 26
11% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 80
7% more funds holding
Funds holding: 234 → 250 (+16)
5% more capital invested
Capital invested by funds: $5.89B → $6.2B (+$311M)
0.03% more ownership
Funds ownership: 69.32% → 69.35% (+0.03%)
10% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $22.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$152M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$120M |
| 3 |
ClearBridge Investments
New York
|
+$70.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$56.6M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$47.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$140M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$136M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$71.4M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$52.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.9M |
TFII Hedge Fund Activity: Q1 2026 in Review
250 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in TFI International (TFII) for Q1 2026, worth a combined $6.2B — up 5.3% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new TFII positions and 26 closed out — a net gain of 18 holders — while 89 added to existing stakes and 80 trimmed.
The largest buyer was Maple Rock Capital Partners, opening a new position worth an estimated $152M. The largest seller was Fidelity International, cutting an estimated $140M.
- 250 institutional investors held TFI International (TFII) as of Q1 2026, up from 234 in Q4 2025.
- Funds reported $6.2B of TFI International stock for Q1 2026, up 5.3% quarter-over-quarter.
- 44 funds opened new TFI International positions in Q1 2026 and 26 closed out, a net change of +18 holders.
- The largest TFI International buyer in Q1 2026 was Maple Rock Capital Partners, an estimated $152M added.
- The largest TFI International seller in Q1 2026 was Fidelity International, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2026.