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Otter Tail

354 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

3% more funds holding

Funds holding: 343354 (+11)

1% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 119

0.32% more ownership

Funds ownership: 67.28%67.6% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$21.1M)

44% less call options, than puts

Call options by funds: $453K | Put options by funds: $808K

Holders
354
Holders Change
+11
Holders Change %
+3.21%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
120
Reduced
119
Closed
34
Calls
$453K
Puts
$808K
Net Calls
-$355K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$160K +$160K +1,981 New
BNP Paribas Asset Management
252
BNP Paribas Asset Management
France
$150K +$150K +1,856 New
DekaBank Deutsche Girozentrale
253
DekaBank Deutsche Girozentrale
Germany
$142K
JFA
254
JNBA Financial Advisors
Minnesota
$139K
SOW
255
State of Wyoming
Wyoming
$135K +$69.2K +854 +104%
AAG
256
Armstrong Advisory Group
Massachusetts
$134K
C
257
Covestor
United Kingdom
$127K -$63.3K -781 -33%
UFF
258
USA Financial Formulas
Michigan
$111K +$19.4K +240 +21%
AF
259
Allworth Financial
California
$108K +$10.3K +127 +10%
FHA
260
Flagship Harbor Advisors
Massachusetts
$106K +$107K +1,317 New
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$106K +$810 +10 +0.8%
FFA
262
Farther Finance Advisors
California
$101K -$1.22K -15 -1%
KBC Group
263
KBC Group
Belgium
$99K
GRP
264
Global Retirement Partners
California
$98.1K -$3.4K -42 -3%
HPC
265
HM Payson & Co
Maine
$94.7K -$13.9K -172 -13%
FP
266
Financial Perspectives
Minnesota
$93.3K
AWM
267
Abound Wealth Management
Tennessee
$93K
CBT
268
Crews Bank & Trust
Florida
$88.2K
Nisa Investment Advisors
269
Nisa Investment Advisors
Missouri
$84.4K +$3.81K +47 +5%
IAIM
270
International Assets Investment Management
Florida
$81.5K +$81.7K +1,009 New
HSA
271
Hussman Strategic Advisors
Maryland
$80.8K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$76.8K +$23.4K +289 +44%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$75.6K +$4.05K +50 +6%
TCOV
274
Trust Company of Vermont
Vermont
$73.1K -$122K -1,500 -62%
GWM
275
Geneos Wealth Management
Colorado
$60K