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Otter Tail

343 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, 120 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$180M)

1.54% more ownership

Funds ownership: 65.74%67.28% (+1.5%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 345343 (-2)

9% less call options, than puts

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

Holders
343
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
120
Reduced
110
Closed
33
Calls
$803K
Puts
$885K
Net Calls
-$82K
Net Calls Change
-$406K
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
226
Fox Run Management
Connecticut
$248K +$246K +3,028 New
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$246K +$13.2K +163 +6%
X
228
Xponance
Pennsylvania
$246K +$2.68K +33 +1%
VI
229
Vestcor Inc
New Brunswick, Canada
$243K
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$236K
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$232K
GHA
232
GW Henssler & Associates
Georgia
$231K +$229K +2,824 New
P
233
&Partners
Tennessee
$230K +$12.4K +153 +6%
AIM
234
Aigen Investment Management
New York
$230K -$63.7K -786 -22%
WAAG
235
Wealth Alliance Advisory Group
Kansas
$228K
CGH
236
Crossmark Global Holdings
Texas
$227K -$26.8K -330 -11%
FDP
237
Financiere des Professionnels
Quebec, Canada
$220K +$51.3K +632 +31%
CFGSD
238
Compass Financial Group (South Dakota)
South Dakota
$219K +$1.22K +15 +0.6%
IWM
239
IHT Wealth Management
Illinois
$215K +$973 +12 +0.5%
TCOV
240
Trust Company of Vermont
Vermont
$197K +$122K +1,500 +166%
C
241
Covestor
United Kingdom
$193K +$44.2K +545 +30%
Acadian Asset Management
242
Acadian Asset Management
Massachusetts
$157K +$156K +1,926 New
JFA
243
JNBA Financial Advisors
Minnesota
$141K
AAG
244
Armstrong Advisory Group
Massachusetts
$136K
TRCT
245
Tower Research Capital (TRC)
New York
$127K -$199K -2,456 -61%
DekaBank Deutsche Girozentrale
246
DekaBank Deutsche Girozentrale
Germany
$123K
ASN
247
Advisory Services Network
Georgia
$122K +$121K +1,489 New
HPC
248
HM Payson & Co
Maine
$110K +$109K +1,344 New
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$107K
FFA
250
Farther Finance Advisors
California
$104K -$37.3K -460 -27%

OTTR Hedge Fund Activity: Q3 2025 in Review

343 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2025, worth a combined $2.31B — up 8.4% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OTTR positions and 33 closed out — a net gain of 3 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.4M. The largest seller was Millennium Management, cutting an estimated $28.1M.

  • 343 institutional investors held Otter Tail (OTTR) as of Q3 2025, down from 345 in Q2 2025.
  • Funds reported $2.31B of Otter Tail stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 36 funds opened new Otter Tail positions in Q3 2025 and 33 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2025 was JP Morgan Chase, an estimated $21.4M added.
  • The largest Otter Tail seller in Q3 2025 was Millennium Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.