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Otter Tail

354 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

3% more funds holding

Funds holding: 343354 (+11)

1% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 119

0.32% more ownership

Funds ownership: 67.28%67.6% (+0.32%)

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 (-$21.1M)

44% less call options, than puts

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

Holders
354
Holders Change
+11
Holders Change %
+3.21%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
120
Reduced
119
Closed
34
Calls
$453K
Puts
$808K
Net Calls
-$355K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
226
Atlas Brown
Kentucky
$282K
TRCT
227
Tower Research Capital (TRC)
New York
$282K +$157K +1,935 +125%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$275K +$2.92K +36 +1%
Stifel Financial
229
Stifel Financial
Missouri
$269K -$3.89K -48 -1%
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$268K -$169K -2,080 -39%
ONB
231
Old National Bancorp
Indiana
$265K
AIP
232
Ameritas Investment Partners
Nebraska
$260K
LWA
233
Lifelong Wealth Advisors
Minnesota
$256K
MFG
234
Mann Financial Group
Minnesota
$253K
X
235
Xponance
Pennsylvania
$245K +$2.19K +27 +0.9%
GHA
236
GW Henssler & Associates
Georgia
$233K +$4.78K +59 +2%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$231K +$2.51K +31 +1%
IA
238
Integrity Alliance
Iowa
$227K +$228K +2,809 New
P
239
&Partners
Tennessee
$227K +$243 +3 +0.1%
BPA
240
Beacon Pointe Advisors
California
$225K +$226K +2,790 New
WAAG
241
Wealth Alliance Advisory Group
Kansas
$225K
CGH
242
Crossmark Global Holdings
Texas
$223K
FDP
243
Financiere des Professionnels
Quebec, Canada
$217K
CFGSD
244
Compass Financial Group (South Dakota)
South Dakota
$217K +$1.3K +16 +0.6%
DO
245
denkapparat Operations
Germany
$209K +$209K +2,586 New
CWM
246
CIBC World Markets
New York
$206K +$207K +2,551 New
SC
247
Savant Capital
Illinois
$206K -$111K -1,368 -35%
PCM
248
Prelude Capital Management
New York
$202K +$202K +2,496 New
BSB
249
Bangor Savings Bank
Maine
$194K +$194K +2,400 New
Ensign Peak Advisors
250
Ensign Peak Advisors
Utah
$166K -$243K -3,000 -59%