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Otter Tail

342 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$79.5M)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 128

Holders
342
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
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$7.57M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.92M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.6M

Top Sellers

1 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
226
Tidal Investments
Wisconsin
$231K
VI
227
Vestcor Inc
New Brunswick, Canada
$229K
X
228
Xponance
Pennsylvania
$229K
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$228K
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$222K
QC
231
Quadrature Capital
United Kingdom
$219K
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$219K
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$218K
EI
234
Ethic Inc
New York
$217K
WAAG
235
Wealth Alliance Advisory Group
Kansas
$214K
FHA
236
Flagship Harbor Advisors
Massachusetts
$208K
P
237
&Partners
Tennessee
$204K
CFGSD
238
Compass Financial Group (South Dakota)
South Dakota
$204K
IWM
239
IHT Wealth Management
Illinois
$201K
NS
240
NBC Securities
Alabama
$179K
SOW
241
State of Wyoming
Wyoming
$169K
FDP
242
Financiere des Professionnels
Quebec, Canada
$158K
MYIA
243
Mount Yale Investment Advisors
Colorado
$141K
C
244
Covestor
United Kingdom
$140K
PD
245
Point72 (DIFC)
United Arab Emirates
$138K
SAM
246
Shell Asset Management
Netherlands
$134K
FFA
247
Farther Finance Advisors
California
$133K
JFA
248
JNBA Financial Advisors
Minnesota
$132K
AAG
249
Armstrong Advisory Group
Massachusetts
$128K
PAS
250
Point72 Asia (Singapore)
Singapore
$123K