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Otter Tail

340 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
105
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
276
Chilton Capital Management
Texas
$32.8K
MAFA
277
MJT & Associates Financial Advisory
Minnesota
$32.4K
SSG
278
Summit Securities Group
New York
$32K +$32K +415 New
IA
279
IFP Advisors
Florida
$31.4K -$2.67K -29 -8%
WFA
280
West Financial Advisors
Iowa
$25.7K
HWM
281
HighMark Wealth Management
Minnesota
$25.5K +$25.5K +331 New
GI
282
GAMMA Investing
California
$23.1K -$7.86K -102 -25%
VWM
283
Vermillion Wealth Management
Minnesota
$23.1K -$1.39K -18 -6%
BTI
284
Blue Trust Inc
Georgia
$20.4K -$9.64K -125 -32%
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$20.3K -$11.1M -144,226 -100%
HCA
286
Harbor Capital Advisors
Illinois
$20K +$1.47K +19 +8%
HWM
287
Hemington Wealth Management
Virginia
$18K -$828 -11 -4%
Nomura Asset Management
288
Nomura Asset Management
Japan
$17K
EWA
289
EverSource Wealth Advisors
Alabama
$16.7K +$7.25K +94 +77%
IBOK
290
Independence Bank of Kentucky
Kentucky
$15.4K
NEWAS
291
N.E.W. Advisory Services
Wisconsin
$15.4K
IWP
292
IAG Wealth Partners
Wisconsin
$15.4K
MCM
293
MAI Capital Management
Ohio
$12.7K -$1.93K -25 -13%
PMFA
294
Plante Moran Financial Advisors
Michigan
$12.4K
Bessemer Group
295
Bessemer Group
New Jersey
$12K -$6.79K -86 -36%
AAS
296
Ameritas Advisory Services
Nebraska
$11.6K +$11.6K +150 New
S
297
SignatureFD
Georgia
$8.87K -$463 -6 -5%
BFPW
298
BOK Financial Private Wealth
Colorado
$8.19K
PS
299
Principal Securities
Iowa
$7.24K -$4.85K -63 -40%
HFM
300
Harvest Fund Management
China
$7K -$134K -1,720 -95%