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Otter Tail

350 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$22M)

44% less call options, than puts

Call options by funds: $453K | Put options by funds: $808K

Holders
350
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
$453K
Puts
$808K
Net Calls
Net Calls Change

Top Buyers

1 +$29.8M
2 +$14.5M
3 +$10.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$10M
5
Jane Street
Jane Street
New York
+$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$275K
Stifel Financial
227
Stifel Financial
Missouri
$269K
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
$268K
ONB
229
Old National Bancorp
Indiana
$265K
AIP
230
Ameritas Investment Partners
Nebraska
$260K
LWA
231
Lifelong Wealth Advisors
Minnesota
$256K
MFG
232
Mann Financial Group
Minnesota
$253K
X
233
Xponance
Pennsylvania
$245K
GHA
234
GW Henssler & Associates
Georgia
$233K
CIBC Asset Management
235
CIBC Asset Management
Ontario, Canada
$231K
IA
236
Integrity Alliance
Iowa
$227K
P
237
&Partners
Tennessee
$227K
BPA
238
Beacon Pointe Advisors
California
$225K
WAAG
239
Wealth Alliance Advisory Group
Kansas
$225K
CGH
240
Crossmark Global Holdings
Texas
$223K
FDP
241
Financiere des Professionnels
Quebec, Canada
$217K
CFGSD
242
Compass Financial Group (South Dakota)
South Dakota
$217K
DO
243
denkapparat Operations
Germany
$209K
CWM
244
CIBC World Markets
New York
$206K
SC
245
Savant Capital
Illinois
$206K
PCM
246
Prelude Capital Management
New York
$202K
BSB
247
Bangor Savings Bank
Maine
$194K
Ensign Peak Advisors
248
Ensign Peak Advisors
Utah
$166K
PWPS
249
Pinnacle Wealth Planning Services
Ohio
$160K
BNP Paribas Asset Management
250
BNP Paribas Asset Management
France
$150K