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Otter Tail

344 hedge funds and large institutions have $2.57B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 137 increasing their positions, 95 reducing their positions, and 30 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)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

3% less funds holding

Funds holding: 354344 (-10)

Holders
344
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
CMBA
276
C.M. Bidwell & Associates
Hawaii
$49.2K
API
277
Asset Planning Inc
California
$43.9K
BFP
278
Birchwood Financial Partners
Minnesota
$43.9K
SWM
279
SHP Wealth Management
Massachusetts
$43.9K
CTWM
280
Cherry Tree Wealth Management
Minnesota
$39.8K
CCM
281
Chilton Capital Management
Texas
$37.4K
MAFA
282
MJT & Associates Financial Advisory
Minnesota
$36.9K
Bessemer Group
283
Bessemer Group
New Jersey
$36K
SL
284
Salomon & Ludwin
Virginia
$35.1K
AAP
285
Arax Advisory Partners
Colorado
$34.8K
EWA
286
EverSource Wealth Advisors
Alabama
$34.5K
KAS
287
Kemnay Advisory Services
New York
$29.9K
HWM
288
HighMark Wealth Management
Minnesota
$29.6K
WFA
289
West Financial Advisors
Iowa
$29.3K
HCA
290
Harbor Capital Advisors
Illinois
$29K
VWM
291
Vermillion Wealth Management
Minnesota
$26.6K
SIS
292
Sound Income Strategies
Florida
$25.3K
DWP
293
Destiny Wealth Partners
Florida
$21.1K
OWA
294
Opal Wealth Advisors
New York
$20.1K
Nomura Asset Management
295
Nomura Asset Management
Japan
$19.3K
NEWAS
296
N.E.W. Advisory Services
Wisconsin
$17.6K
SWIM
297
Smallwood Wealth Investment Management
New Jersey
$17.3K
IA
298
IFP Advisors
Florida
$16.7K
PMFA
299
Plante Moran Financial Advisors
Michigan
$14.1K
SAM
300
Smartleaf Asset Management
Massachusetts
$10.6K