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Otter Tail

340 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
105
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$100K
GRP
252
Global Retirement Partners
California
$97.7K +$97.7K +1,267 New
KBC Group
253
KBC Group
Belgium
$95K -$32.4K -419 -25%
AF
254
Allworth Financial
California
$92.3K +$42.2K +548 +84%
HNW
255
High Note Wealth
Minnesota
$91.6K
AWM
256
Abound Wealth Management
Tennessee
$88.7K
UFF
257
USA Financial Formulas
Michigan
$88K -$4.7K -61 -5%
SO
258
STRS Ohio
Ohio
$84.8K -$77.1K -1,000 -48%
CBT
259
Crews Bank & Trust
Florida
$84.2K
FP
260
Financial Perspectives
Minnesota
$79.9K
HSA
261
Hussman Strategic Advisors
Maryland
$77.1K
TCOV
262
Trust Company of Vermont
Vermont
$69.7K
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$67.3K -$1.77K -23 -3%
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$66.9K -$28.4K -369 -30%
GWM
265
Geneos Wealth Management
Colorado
$57.2K -$57.2K -742 -50%
CMBA
266
C.M. Bidwell & Associates
Hawaii
$57.1K
CAM
267
Costello Asset Management
Pennsylvania
$55.7K -$7.71K -100 -12%
BAMF
268
BI Asset Management Fondsmaeglerselskab
Denmark
$53K +$53K +689 New
GAG
269
Goodman Advisory Group
Massachusetts
$51.4K
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$51K
QL
271
Quarry LP
New York
$49.6K +$49.6K +643 New
Ohio Public Employees Retirement System (OPERS)
272
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.3K +$1.77K +23 +4%
AF
273
Advisornet Financial
Minnesota
$42.4K
API
274
Asset Planning Inc
California
$38.5K
CTWM
275
Cherry Tree Wealth Management
Minnesota
$35K