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Otter Tail

340 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: 343340 (-3)

9% less call options, than puts

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

Holders
340
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
AF
251
Allworth Financial
California
$99.6K
HNW
252
High Note Wealth
Minnesota
$97.4K
FP
253
Financial Perspectives
Minnesota
$94.7K
AWM
254
Abound Wealth Management
Tennessee
$94.3K
UFF
255
USA Financial Formulas
Michigan
$93.1K
CBT
256
Crews Bank & Trust
Florida
$89.5K
HSA
257
Hussman Strategic Advisors
Maryland
$82K
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$81.7K
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$72.6K
SOW
260
State of Wyoming
Wyoming
$67.2K
SO
261
STRS Ohio
Ohio
$65.6K
GWM
262
Geneos Wealth Management
Colorado
$60.8K
CMBA
263
C.M. Bidwell & Associates
Hawaii
$60.7K
CAM
264
Costello Asset Management
Pennsylvania
$59.3K
SAM
265
Shell Asset Management
Netherlands
$55K
GAG
266
Goodman Advisory Group
Massachusetts
$54.7K
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$54.2K
AF
268
Advisornet Financial
Minnesota
$53.3K
Ohio Public Employees Retirement System (OPERS)
269
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.9K
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$51.6K
API
271
Asset Planning Inc
California
$41K
CTWM
272
Cherry Tree Wealth Management
Minnesota
$37.2K
GI
273
GAMMA Investing
California
$35.4K
CCM
274
Chilton Capital Management
Texas
$34.9K
MAFA
275
MJT & Associates Financial Advisory
Minnesota
$34.4K