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Otter Tail

340 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, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 343340 (-3)

9% less call options, than puts

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

Holders
340
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
$803K
Puts
$885K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRM
226
Fox Run Management
Connecticut
$248K
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$246K
X
228
Xponance
Pennsylvania
$246K
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
P
232
&Partners
Tennessee
$230K
AIM
233
Aigen Investment Management
New York
$230K
WAAG
234
Wealth Alliance Advisory Group
Kansas
$228K
CGH
235
Crossmark Global Holdings
Texas
$227K
FDP
236
Financiere des Professionnels
Quebec, Canada
$220K
CFGSD
237
Compass Financial Group (South Dakota)
South Dakota
$219K
IWM
238
IHT Wealth Management
Illinois
$215K
TCOV
239
Trust Company of Vermont
Vermont
$197K
C
240
Covestor
United Kingdom
$193K
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$157K
JFA
242
JNBA Financial Advisors
Minnesota
$141K
AAG
243
Armstrong Advisory Group
Massachusetts
$136K
TRCT
244
Tower Research Capital (TRC)
New York
$127K
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
$123K
ASN
246
Advisory Services Network
Georgia
$122K
HPC
247
HM Payson & Co
Maine
$110K
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$107K
FFA
249
Farther Finance Advisors
California
$104K
GRP
250
Global Retirement Partners
California
$103K