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Otter Tail

343 hedge funds and large institutions have $2.56B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 136 increasing their positions, 95 reducing their positions, and 31 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding

Funds holding: 354343 (-11)

Holders
343
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
$693K
Puts
$623K
Net Calls
Net Calls Change

Top Buyers

1 +$43.8M
2 +$33.9M
3 +$13.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M
5
Victory Capital Management
Victory Capital Management
Texas
+$10.7M

Top Sellers

1 -$17.7M
2 -$6.86M
3 -$6.77M
4
BWS
Buck Wealth Strategies
Colorado
-$5.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
251
KBC Group
Belgium
$108K
C
252
Covestor
United Kingdom
$104K
HPC
253
HM Payson & Co
Maine
$103K
FP
254
Financial Perspectives
Minnesota
$101K
AWM
255
Abound Wealth Management
Tennessee
$101K
FFA
256
Farther Finance Advisors
California
$99.1K
S
257
SignatureFD
Georgia
$97.9K
CBT
258
Crews Bank & Trust
Florida
$95.8K
Nisa Investment Advisors
259
Nisa Investment Advisors
Missouri
$93.7K
IAIM
260
International Assets Investment Management
Florida
$89.6K
HSA
261
Hussman Strategic Advisors
Maryland
$87.8K
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$82.2K
SOW
263
State of Wyoming
Wyoming
$72.2K
UFF
264
USA Financial Formulas
Michigan
$71.1K
SO
265
STRS Ohio
Ohio
$70.2K
GWM
266
Geneos Wealth Management
Colorado
$65.2K
GI
267
GAMMA Investing
California
$64.9K
HFS
268
Hantz Financial Services
Michigan
$62K
HNW
269
High Note Wealth
Minnesota
$59.4K
GAG
270
Goodman Advisory Group
Massachusetts
$58.5K
Ohio Public Employees Retirement System (OPERS)
271
Ohio Public Employees Retirement System (OPERS)
Ohio
$58.3K
AF
272
Advisornet Financial
Minnesota
$57.1K
UB
273
UMB Bank
Missouri
$57K
CAM
274
Costello Asset Management
Pennsylvania
$54.3K
CMBA
275
C.M. Bidwell & Associates
Hawaii
$49.2K