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Otter Tail

341 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: 343341 (-2)

9% less call options, than puts

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

Holders
341
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
KBC Group
251
KBC Group
Belgium
$101K
AF
252
Allworth Financial
California
$99.6K
HNW
253
High Note Wealth
Minnesota
$97.4K
FP
254
Financial Perspectives
Minnesota
$94.7K
AWM
255
Abound Wealth Management
Tennessee
$94.3K
UFF
256
USA Financial Formulas
Michigan
$93.1K
CBT
257
Crews Bank & Trust
Florida
$89.5K
HSA
258
Hussman Strategic Advisors
Maryland
$82K
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$81.7K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$72.6K
SOW
261
State of Wyoming
Wyoming
$67.2K
SO
262
STRS Ohio
Ohio
$65.6K
GWM
263
Geneos Wealth Management
Colorado
$60.8K
CMBA
264
C.M. Bidwell & Associates
Hawaii
$60.7K
CAM
265
Costello Asset Management
Pennsylvania
$59.3K
SAM
266
Shell Asset Management
Netherlands
$55K
GAG
267
Goodman Advisory Group
Massachusetts
$54.7K
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$54.2K
AF
269
Advisornet Financial
Minnesota
$53.3K
Ohio Public Employees Retirement System (OPERS)
270
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.9K
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$51.6K
API
272
Asset Planning Inc
California
$41K
CTWM
273
Cherry Tree Wealth Management
Minnesota
$37.2K
GI
274
GAMMA Investing
California
$35.4K
CCM
275
Chilton Capital Management
Texas
$34.9K