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Otter Tail

337 hedge funds and large institutions have $2.31B invested in Otter Tail in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $803K | Put options by funds: $885K

2% less funds holding

Funds holding: 343337 (-6)

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$803K
Puts
$885K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$246K
X
227
Xponance
Pennsylvania
$246K
VI
228
Vestcor Inc
New Brunswick, Canada
$243K
Mitsubishi UFJ Trust & Banking
229
Mitsubishi UFJ Trust & Banking
Japan
$236K
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$232K
P
231
&Partners
Tennessee
$230K
AIM
232
Aigen Investment Management
New York
$230K
WAAG
233
Wealth Alliance Advisory Group
Kansas
$228K
CGH
234
Crossmark Global Holdings
Texas
$227K
FDP
235
Financiere des Professionnels
Quebec, Canada
$220K
CFGSD
236
Compass Financial Group (South Dakota)
South Dakota
$219K
IWM
237
IHT Wealth Management
Illinois
$215K
TCOV
238
Trust Company of Vermont
Vermont
$197K
C
239
Covestor
United Kingdom
$193K
Acadian Asset Management
240
Acadian Asset Management
Massachusetts
$157K
JFA
241
JNBA Financial Advisors
Minnesota
$141K
AAG
242
Armstrong Advisory Group
Massachusetts
$136K
TRCT
243
Tower Research Capital (TRC)
New York
$127K
DekaBank Deutsche Girozentrale
244
DekaBank Deutsche Girozentrale
Germany
$123K
ASN
245
Advisory Services Network
Georgia
$122K
HPC
246
HM Payson & Co
Maine
$110K
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$107K
FFA
248
Farther Finance Advisors
California
$104K
GRP
249
Global Retirement Partners
California
$103K
HNW
250
High Note Wealth
Minnesota
$97.4K