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TransAlta
TAC

162 hedge funds and large institutions have $3.05B invested in TransAlta in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $40.5M | Put options by funds: $13.5M

27% more capital invested

Capital invested by funds: $2.41B → $3.05B (+$643M)

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.04% less ownership

Funds ownership: 75.22% → 75.18% (-0.04%)

4% less funds holding

Funds holding: 169 → 162 (-7)

23% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 30

Holders
162
Holders Change
-7
Holders Change %
-4.14%
% of All Funds
2.13%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
61
Reduced
55
Closed
30
Calls
$40.5M
Puts
$13.5M
Net Calls
+$27M
Net Calls Change
+$1.85M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.2M
2
ACG
Aventail Capital Group
New York
+$34.8M
3
RCMU
Rokos Capital Management (UK)
United Kingdom
+$24.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$18.5M
5
UBS Group
UBS Group
Switzerland
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$63.4M
2
Millennium Management
Millennium Management
New York
-$62.8M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$14.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.2M
5
Morgan Stanley
Morgan Stanley
New York
-$9.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
151
Allworth Financial
California
$8.39K – – –
W
152
WealthCollab
Washington
$6.56K – – –
PA
153
Parallel Advisors
California
$4.91K – – –
BTI
154
Blue Trust Inc
Georgia
$4.59K – – –
LFG
155
Larson Financial Group
Missouri
$3.47K +$3.12K +254 New
Optiver Holding
156
Optiver Holding
Netherlands
$2.46K -$15.1K -1,227 -87%
PP
157
Pacifica Partners
Canada
$2.41K – – –
Jones Financial Companies
158
Jones Financial Companies
Missouri
$1.36K – – –
BIA
159
Bell Investment Advisors
California
$1.09K +$541 +44 +122%
NA
160
NewEdge Advisors
Louisiana
$1.05K +$12 +1 +1%
RhumbLine Advisers
161
RhumbLine Advisers
Massachusetts
$205 – – –
SS
162
SBI Securities
Japan
$178 +$123 +10 +333%
MCM
163
Moore Capital Management
New York
– -$2.81M -303,000 Closed
UBS AM
164
UBS AM
Illinois
– -$2.48M -229,797 Closed
Wellington Management Group
165
Wellington Management Group
Massachusetts
– -$2.42M -225,231 Closed
OSAM
166
O'Shaughnessy Asset Management
Connecticut
– -$2.4M -222,215 Closed
GCM
167
Greenland Capital Management
New York
– -$1.95M -181,126 Closed
AIMCA
168
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.31M -121,200 Closed
YIH
169
Y-Intercept (HK)
Hong Kong
– -$1.04M -96,266 Closed
ECM
170
ExodusPoint Capital Management
New York
– -$837K -77,600 Closed
TIM
171
Timelo Investment Management
Ontario, Canada
– -$647K -60,000 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$631K -51,321 Closed
PAMP
173
Polar Asset Management Partners
Ontario, Canada
– -$539K -50,000 Closed
ACM
174
AREX Capital Management
New York
– -$270K -25,000 Closed
SFS
175
Sowell Financial Services
Arkansas
– -$258K -23,892 Closed
4 5 6
7
8

TAC Hedge Fund Activity: Q3 2025 in Review

162 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in TransAlta (TAC) for Q3 2025, worth a combined $3.05B — up 27% from $2.41B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TAC and 23 opened new positions — a net loss of 7 holders — while 55 trimmed existing stakes and 61 added.

The largest buyer was Fidelity Investments, adding an estimated $70.2M. The largest seller was Goldman Sachs, cutting an estimated $63.4M.

  • 162 institutional investors held TransAlta (TAC) as of Q3 2025, down from 169 in Q2 2025.
  • Funds reported $3.05B of TransAlta stock for Q3 2025, up 27% quarter-over-quarter.
  • 23 funds opened new TransAlta positions in Q3 2025 and 30 closed out, a net change of -7 holders.
  • The largest TransAlta buyer in Q3 2025 was Fidelity Investments, an estimated $70.2M added.
  • The largest TransAlta seller in Q3 2025 was Goldman Sachs, an estimated $63.4M sold.

Based on aggregated 13F filings for Q3 2025.