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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
ET
126
Entropy Technologies
New York
$195K +$50.6K +5,312 +42%
QCG
127
Quadrant Capital Group
Ohio
$186K -$11.4K -1,195 -6%
JP Morgan Chase
128
JP Morgan Chase
New York
$182K -$9.46M -994,184 -98%
SAM
129
Shell Asset Management
Netherlands
$175K +$4.76K +500 +3%
QC
130
Quadrature Capital
United Kingdom
$173K +$153K +16,056 New
IMCOOI
131
Investment Management Corp of Ontario (IMCO)
Canada
$170K -$9.52K -1,000 -6%
First Eagle Investment Management
132
First Eagle Investment Management
New York
$166K -$37.2K -3,903 -20%
Wolverine Trading
133
Wolverine Trading
Illinois
$160K +$142K +14,934 New
BCI
134
Brinker Capital Investments
Pennsylvania
$159K +$141K +14,765 New
Deutsche Bank
135
Deutsche Bank
Germany
$159K -$36.2K -3,800 -21%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$143K +$647 +68 +0.5%
FRM
137
Fox Run Management
Connecticut
$140K +$123K +12,952 New
BP
138
Ballentine Partners
Massachusetts
$134K +$119K +12,461 New
EGM
139
Engineers Gate Manager
New York
$128K -$148K -15,526 -57%
SC
140
Savant Capital
Illinois
$127K +$112K +11,745 New
T
141
TOBAM
France
$117K -$28.2K -2,964 -27%
SOW
142
State of Wyoming
Wyoming
$65.9K -$90.9K -9,551 -61%
NS
143
NBC Securities
Alabama
$31K +$48 +5 +0.2%
Osaic Holdings
144
Osaic Holdings
Arizona
$23.1K +$7.03K +738 +53%
EWA
145
EverSource Wealth Advisors
Alabama
$18.9K -$1.13K -119 -6%
US Bancorp
146
US Bancorp
Minnesota
$16K +$1.84K +193 +15%
Optiver Holding
147
Optiver Holding
Netherlands
$15.2K +$11.3K +1,183 +528%
AF
148
Aviso Financial
Ontario, Canada
$13.4K
Wells Fargo
149
Wells Fargo
California
$12.2K -$19 -2 -0.2%
GRP
150
Global Retirement Partners
California
$11.2K +$9.92K +1,042 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.