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Otter Tail

332 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
332
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
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$14.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.59M
5
Bank of America
Bank of America
North Carolina
+$6.81M

Top Sellers

1 -$24M
2 -$13M
3 -$10.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
251
Financial Perspectives
Minnesota
$83.3K
HSA
252
Hussman Strategic Advisors
Maryland
$80.4K
TCOV
253
Trust Company of Vermont
Vermont
$72.7K
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$72K
CAM
255
Costello Asset Management
Pennsylvania
$66K
AAG
256
Armstrong Advisory Group
Massachusetts
$63.5K
CMBA
257
C.M. Bidwell & Associates
Hawaii
$59.6K
SIM
258
Studio Investment Management
Illinois
$54.7K
GAG
259
Goodman Advisory Group
Massachusetts
$53.6K
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$53.2K
AF
261
Allworth Financial
California
$51.4K
Lazard Asset Management
262
Lazard Asset Management
New York
$48K
Ohio Public Employees Retirement System (OPERS)
263
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.4K
TRCT
264
Tower Research Capital (TRC)
New York
$45.7K
AF
265
Advisornet Financial
Minnesota
$44.2K
WSFS
266
Wilmington Savings Fund Society
Delaware
$40.2K
API
267
Asset Planning Inc
California
$40.2K
CTWM
268
Cherry Tree Wealth Management
Minnesota
$36.5K
CCM
269
Chilton Capital Management
Texas
$34.2K
MAFA
270
MJT & Associates Financial Advisory
Minnesota
$33.8K
GI
271
GAMMA Investing
California
$32.3K
BTI
272
Blue Trust Inc
Georgia
$31.3K
BAM
273
Byrne Asset Management
New Jersey
$31.1K
IA
274
IFP Advisors
Florida
$29.7K
WFA
275
West Financial Advisors
Iowa
$26.8K