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Otter Tail

345 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $825K | Put options by funds: $501K

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

4% more funds holding

Funds holding: 333345 (+12)

0.2% more ownership

Funds ownership: 65.55%65.74% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$74.8M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 129

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
108
Reduced
129
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
251
Point72 Asia (Singapore)
Singapore
$123K +$124K +1,591 New
DekaBank Deutsche Girozentrale
252
DekaBank Deutsche Girozentrale
Germany
$119K
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$100K
GRP
254
Global Retirement Partners
California
$97.7K +$98.9K +1,267 New
KBC Group
255
KBC Group
Belgium
$95K -$32.7K -419 -25%
AF
256
Allworth Financial
California
$92.3K +$42.8K +548 +84%
HNW
257
High Note Wealth
Minnesota
$91.6K
AWM
258
Abound Wealth Management
Tennessee
$88.7K
UFF
259
USA Financial Formulas
Michigan
$88K -$4.76K -61 -5%
SO
260
STRS Ohio
Ohio
$84.8K -$78.1K -1,000 -48%
CBT
261
Crews Bank & Trust
Florida
$84.2K
FP
262
Financial Perspectives
Minnesota
$79.9K
HSA
263
Hussman Strategic Advisors
Maryland
$77.1K
TCOV
264
Trust Company of Vermont
Vermont
$69.7K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$67.3K -$1.8K -23 -3%
Nisa Investment Advisors
266
Nisa Investment Advisors
Missouri
$66.9K -$28.8K -369 -30%
GWM
267
Geneos Wealth Management
Colorado
$57.2K -$57.9K -742 -50%
CMBA
268
C.M. Bidwell & Associates
Hawaii
$57.1K
CAM
269
Costello Asset Management
Pennsylvania
$55.7K -$7.81K -100 -12%
BAMF
270
BI Asset Management Fondsmaeglerselskab
Denmark
$53K +$53.8K +689 New
GAG
271
Goodman Advisory Group
Massachusetts
$51.4K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$51K
QL
273
Quarry LP
New York
$49.6K +$50.2K +643 New
Ohio Public Employees Retirement System (OPERS)
274
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.3K +$1.8K +23 +4%
AF
275
Advisornet Financial
Minnesota
$42.4K

OTTR Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2025, worth a combined $2.13B — down 3.4% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTTR positions and 31 closed out — a net gain of 14 holders — while 108 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 345 institutional investors held Otter Tail (OTTR) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.13B of Otter Tail stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 45 funds opened new Otter Tail positions in Q2 2025 and 31 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q2 2025 was Millennium Management, an estimated $13M added.
  • The largest Otter Tail seller in Q2 2025 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2025.