We are live on ! Find out more
OTTR icon

Otter Tail

345 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $825K | Put options by funds: $501K

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

4% more funds holding

Funds holding: 333345 (+12)

0.2% more ownership

Funds ownership: 65.55%65.74% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$74.8M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 129

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
108
Reduced
129
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$239K -$312 -4 -0.1%
TI
227
Tidal Investments
Wisconsin
$231K +$234K +2,992 New
VI
228
Vestcor Inc
New Brunswick, Canada
$229K
X
229
Xponance
Pennsylvania
$229K -$9.91K -127 -4%
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$228K +$28.7K +368 +14%
Mitsubishi UFJ Trust & Banking
231
Mitsubishi UFJ Trust & Banking
Japan
$222K
QC
232
Quadrature Capital
United Kingdom
$219K +$222K +2,847 New
Kovitz Investment Group Partners
233
Kovitz Investment Group Partners
Illinois
$219K +$156 +2 +0.1%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$218K
EI
235
Ethic Inc
New York
$217K +$215K +2,757 New
WAAG
236
Wealth Alliance Advisory Group
Kansas
$214K
FHA
237
Flagship Harbor Advisors
Massachusetts
$208K -$13.2K -169 -6%
P
238
&Partners
Tennessee
$204K -$3.67K -47 -2%
CFGSD
239
Compass Financial Group (South Dakota)
South Dakota
$204K +$1.33K +17 +0.6%
IWM
240
IHT Wealth Management
Illinois
$201K +$1.01K +13 +0.5%
NS
241
NBC Securities
Alabama
$179K -$9.76K -125 -5%
SOW
242
State of Wyoming
Wyoming
$169K +$171K +2,189 New
FDP
243
Financiere des Professionnels
Quebec, Canada
$158K +$160K +2,051 New
MYIA
244
Mount Yale Investment Advisors
Colorado
$141K +$142K +1,824 New
C
245
Covestor
United Kingdom
$140K -$74.2K -951 -34%
PD
246
Point72 (DIFC)
United Arab Emirates
$138K +$139K +1,784 New
SAM
247
Shell Asset Management
Netherlands
$134K -$33.3K -426 -20%
FFA
248
Farther Finance Advisors
California
$133K -$73K -935 -35%
JFA
249
JNBA Financial Advisors
Minnesota
$132K -$8.98K -115 -6%
AAG
250
Armstrong Advisory Group
Massachusetts
$128K +$62.5K +800 +93%

OTTR Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2025, worth a combined $2.13B — down 3.4% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTTR positions and 31 closed out — a net gain of 14 holders — while 108 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 345 institutional investors held Otter Tail (OTTR) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.13B of Otter Tail stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 45 funds opened new Otter Tail positions in Q2 2025 and 31 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q2 2025 was Millennium Management, an estimated $13M added.
  • The largest Otter Tail seller in Q2 2025 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2025.