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Otter Tail

332 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
332
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
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$14.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.59M
5
Bank of America
Bank of America
North Carolina
+$6.81M

Top Sellers

1 -$24M
2 -$13M
3 -$10.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$222K
P
227
&Partners
Tennessee
$218K
FFA
228
Farther Finance Advisors
California
$217K
MCM
229
Monument Capital Management
Virginia
$216K
CFGSD
230
Compass Financial Group (South Dakota)
South Dakota
$212K
ECM
231
Evergreen Capital Management
Washington
$211K
IWM
232
IHT Wealth Management
Illinois
$208K
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$208K
KPWS
234
Kestra Private Wealth Services
Texas
$205K
CAM
235
Cresset Asset Management
Illinois
$204K
BA
236
Bridgewater Associates
Connecticut
$203K
NS
237
NBC Securities
Alabama
$197K
SAM
238
Shell Asset Management
Netherlands
$174K
SO
239
STRS Ohio
Ohio
$169K
JFA
240
JNBA Financial Advisors
Minnesota
$147K
HFM
241
Harvest Fund Management
China
$145K
KBC Group
242
KBC Group
Belgium
$132K
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$121K
GWM
244
Geneos Wealth Management
Colorado
$119K
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$99.4K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$97K
UFF
247
USA Financial Formulas
Michigan
$96.6K
HNW
248
High Note Wealth
Minnesota
$95.5K
AWM
249
Abound Wealth Management
Tennessee
$92.5K
CBT
250
Crews Bank & Trust
Florida
$87.8K