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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$385M +$71.3M +7,486,765 +27%
BC
2
Brookfield Corp
Ontario, Canada
$291M +$60.4K +6,341 +0%
Millennium Management
3
Millennium Management
New York
$196M +$16.8M +1,760,501 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$182M +$32.5M +3,412,873 +25%
RCMNY
5
Rubric Capital Management (New York)
New York
$172M +$37.6M +3,948,451 +33%
Goldman Sachs
6
Goldman Sachs
New York
$128M +$40.5M +4,255,617 +56%
Vanguard Group
7
Vanguard Group
Pennsylvania
$115M +$3.9M +409,389 +4%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$97.7M -$33.3M -3,497,861 -28%
Morgan Stanley
9
Morgan Stanley
New York
$95.5M -$37.2M -3,911,006 -31%
Bank of America
10
Bank of America
North Carolina
$81.8M -$4.82M -506,428 -6%
OCM
11
Oaktree Capital Management
California
$65.5M +$4.76M +500,000 +9%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$54M -$422K -44,379 -0.9%
American Century Companies
13
American Century Companies
Missouri
$33M -$20.5M -2,156,509 -41%
ACM
14
Arvin Capital Management
Texas
$31.7M +$4.81M +505,736 +21%
UBS Group
15
UBS Group
Switzerland
$29.8M -$3.81M -400,612 -13%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$28.4M +$5.15M +541,263 +26%
PCR
17
Potrero Capital Research
California
$27.2M +$857K +90,000 +4%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$25.3M +$11.4M +1,198,002 +105%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$16.6M -$10.9M -1,142,743 -43%
Renaissance Technologies
20
Renaissance Technologies
New York
$15M -$5.8M -609,100 -31%
AIM
21
Artemis Investment Management
United Kingdom
$14.2M +$3.59M +376,763 +40%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$14.2M -$1.39M -145,876 -10%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$14M +$1.15M +120,630 +10%
Citadel Advisors
24
Citadel Advisors
Florida
$13.9M +$12.2M +1,284,093 +17,790%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$13.6M -$15M -1,574,842 -55%

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.