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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
WIM
151
Westside Investment Management
California
$10.3K +$9.16K +962 New
CIAM
152
Caitong International Asset Management
Hong Kong
$9.42K -$33.5K -3,516 -80%
WSFS
153
Wilmington Savings Fund Society
Delaware
$9.26K
AF
154
Allworth Financial
California
$6.63K +$1.69K +177 +41%
W
155
WealthCollab
Washington
$5.18K -$1.69K -178 -27%
PA
156
Parallel Advisors
California
$3.87K -$3.75K -394 -52%
TRCT
157
Tower Research Capital (TRC)
New York
$3.67K -$5.37K -564 -62%
BTI
158
Blue Trust Inc
Georgia
$3.63K -$7.03K -738 -69%
MCM
159
MAI Capital Management
Ohio
$2.44K +$2.15K +226 New
MAWAG
160
Mid-American Wealth Advisory Group
Missouri
$2.37K +$2.09K +220 New
PP
161
Pacifica Partners
Canada
$1.85K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$1.07K
NA
163
NewEdge Advisors
Louisiana
$824
HWM
164
HighMark Wealth Management
Minnesota
$560
BIG
165
Brooklyn Investment Group
New York
$454 +$400 +42 New
BIA
166
Bell Investment Advisors
California
$389 -$533 -56 -61%
RhumbLine Advisers
167
RhumbLine Advisers
Massachusetts
$161 -$57 -6 -29%
SS
168
SBI Securities
Japan
$32
PEAK6
169
PEAK6
Illinois
$22 -$22.7K -2,384 -100%
Arrowstreet Capital
170
Arrowstreet Capital
Massachusetts
-$21.5M -2,306,805 Closed
VCM
171
Valiant Capital Management
California
-$8.98M -960,092 Closed
Canada Pension Plan Investment Board
172
Canada Pension Plan Investment Board
Ontario, Canada
-$4.2M -450,000 Closed
Man Group
173
Man Group
United Kingdom
-$2.66M -284,987 Closed
LI
174
Louisbourg Investments
New Brunswick, Canada
-$2.5M -267,100 Closed
Two Sigma Advisers
175
Two Sigma Advisers
New York
-$1.19M -127,600 Closed

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.