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Otter Tail

343 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, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$180M)

1.54% more ownership

Funds ownership: 65.74%67.28% (+1.5%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 345343 (-2)

9% less call options, than puts

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

Holders
343
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
120
Reduced
110
Closed
33
Calls
$803K
Puts
$885K
Net Calls
-$82K
Net Calls Change
-$406K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$103K -$892 -11 -0.9%
KBC Group
252
KBC Group
Belgium
$101K
AF
253
Allworth Financial
California
$99.6K +$1.38K +17 +1%
HNW
254
High Note Wealth
Minnesota
$97.4K
FP
255
Financial Perspectives
Minnesota
$94.7K +$9.65K +119 +11%
AWM
256
Abound Wealth Management
Tennessee
$94.3K
UFF
257
USA Financial Formulas
Michigan
$93.1K -$405 -5 -0.4%
CBT
258
Crews Bank & Trust
Florida
$89.5K
HSA
259
Hussman Strategic Advisors
Maryland
$82K
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$81.7K +$10.5K +129 +15%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$72.6K +$1.05K +13 +1%
SOW
262
State of Wyoming
Wyoming
$67.2K -$111K -1,369 -63%
SO
263
STRS Ohio
Ohio
$65.6K -$24.3K -300 -27%
GWM
264
Geneos Wealth Management
Colorado
$60.8K
CMBA
265
C.M. Bidwell & Associates
Hawaii
$60.7K -$81 -1 -0.1%
CAM
266
Costello Asset Management
Pennsylvania
$59.3K +$81 +1 +0.1%
SAM
267
Shell Asset Management
Netherlands
$55K -$86K -1,061 -61%
GAG
268
Goodman Advisory Group
Massachusetts
$54.7K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$54.2K
AF
270
Advisornet Financial
Minnesota
$53.3K +$8.11K +100 +18%
Ohio Public Employees Retirement System (OPERS)
271
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.9K +$2.6K +32 +5%
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$51.6K +$51K +629 New
API
273
Asset Planning Inc
California
$41K
CTWM
274
Cherry Tree Wealth Management
Minnesota
$37.2K
GI
275
GAMMA Investing
California
$35.4K +$10.7K +132 +44%

OTTR Hedge Fund Activity: Q3 2025 in Review

343 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2025, worth a combined $2.31B — up 8.4% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OTTR positions and 33 closed out — a net gain of 3 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.4M. The largest seller was Millennium Management, cutting an estimated $28.1M.

  • 343 institutional investors held Otter Tail (OTTR) as of Q3 2025, down from 345 in Q2 2025.
  • Funds reported $2.31B of Otter Tail stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 36 funds opened new Otter Tail positions in Q3 2025 and 33 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2025 was JP Morgan Chase, an estimated $21.4M added.
  • The largest Otter Tail seller in Q3 2025 was Millennium Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.