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TransAlta

169 hedge funds and large institutions have $2.41B invested in TransAlta in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $12.6M

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$364M)

4% more funds holding

Funds holding: 162169 (+7)

1.85% more ownership

Funds ownership: 73.37%75.22% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 67

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
30
Increased
52
Reduced
67
Closed
22
Calls
$37.7M
Puts
$12.6M
Net Calls
+$25.1M
Net Calls Change
-$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$554K +$31.6K +3,322 +7%
Simplex Trading
102
Simplex Trading
Illinois
$553K -$122K -12,784 -20%
PAMP
103
Polar Asset Management Partners
Ontario, Canada
$539K +$476K +50,000 New
Pictet Asset Management
104
Pictet Asset Management
Switzerland
$517K +$17.4K +1,824 +4%
CAM
105
Claret Asset Management
Quebec, Canada
$513K
WC
106
Wexford Capital
Florida
$502K +$443K +46,549 New
VPIM
107
Vanguard Personalized Indexing Management
California
$479K -$9.79K -1,029 -2%
Franklin Resources
108
Franklin Resources
California
$435K -$2.31M -242,692 -86%
Two Sigma Investments
109
Two Sigma Investments
New York
$424K -$2.55M -267,426 -87%
HWAM
110
Hennion & Walsh Asset Management
New Jersey
$391K +$134K +14,105 +64%
MGP
111
Metis Global Partners
California
$374K
DekaBank Deutsche Girozentrale
112
DekaBank Deutsche Girozentrale
Germany
$362K +$110K +11,566 +51%
Capstone Investment Advisors
113
Capstone Investment Advisors
New York
$347K +$306K +32,171 New
Canada Life
114
Canada Life
Manitoba, Canada
$347K -$437K -45,901 -59%
GAM
115
Gotham Asset Management
New York
$343K
PAG
116
Private Advisor Group
New Jersey
$287K +$86.1K +9,050 +52%
S
117
SignatureFD
Georgia
$276K -$13.4K -1,404 -5%
ACM
118
AREX Capital Management
New York
$270K +$238K +25,000 New
NEI
119
Northwest & Ethical Investments
Ontario, Canada
$258K -$37.8K -3,970 -14%
SFS
120
Sowell Financial Services
Arkansas
$258K +$12.9K +1,359 +6%
JAM
121
Jupiter Asset Management
United Kingdom
$252K -$140K -14,666 -39%
XT
122
XTX Topco
Cayman Islands
$242K +$213K +22,393 New
SSG
123
Summit Securities Group
New York
$227K -$85.7K -9,000 -30%
Group One Trading
124
Group One Trading
Illinois
$224K -$302K -31,766 -60%
SSA
125
Schonfeld Strategic Advisors
New York
$206K +$182K +19,092 New

TAC Hedge Fund Activity: Q2 2025 in Review

169 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q2 2025, worth a combined $2.41B — up 18% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TAC positions and 22 closed out — a net gain of 8 holders — while 52 added to existing stakes and 67 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $71.3M. The largest seller was Morgan Stanley, cutting an estimated $37.2M.

  • 169 institutional investors held TransAlta (TAC) as of Q2 2025, up from 162 in Q1 2025.
  • Funds reported $2.41B of TransAlta stock for Q2 2025, up 18% quarter-over-quarter.
  • 30 funds opened new TransAlta positions in Q2 2025 and 22 closed out, a net change of +8 holders.
  • The largest TransAlta buyer in Q2 2025 was Royal Bank of Canada, an estimated $71.3M added.
  • The largest TransAlta seller in Q2 2025 was Morgan Stanley, an estimated $37.2M sold.

Based on aggregated 13F filings for Q2 2025.