OTTR icon

Otter Tail

337 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, 118 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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)

9% less call options, than puts

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

2% less funds holding

Funds holding: 343337 (-6)

Holders
337
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
AAP
276
Arax Advisory Partners
Colorado
$28.9K
WFA
277
West Financial Advisors
Iowa
$27.4K
HWM
278
HighMark Wealth Management
Minnesota
$27.3K
VWM
279
Vermillion Wealth Management
Minnesota
$24.6K
Bessemer Group
280
Bessemer Group
New Jersey
$23K
BTI
281
Blue Trust Inc
Georgia
$21.6K
LFG
282
Larson Financial Group
Missouri
$20K
HWM
283
Hemington Wealth Management
Virginia
$19K
Nomura Asset Management
284
Nomura Asset Management
Japan
$18K
HFS
285
Hantz Financial Services
Michigan
$17K
IWP
286
IAG Wealth Partners
Wisconsin
$16.4K
IBOK
287
Independence Bank of Kentucky
Kentucky
$16.4K
NEWAS
288
N.E.W. Advisory Services
Wisconsin
$16.4K
SWIM
289
Smallwood Wealth Investment Management
New Jersey
$16K
SL
290
Salomon & Ludwin
Virginia
$14.4K
EWA
291
EverSource Wealth Advisors
Alabama
$13.4K
PMFA
292
Plante Moran Financial Advisors
Michigan
$13.1K
UB
293
UMB Bank
Missouri
$13.1K
MCM
294
MAI Capital Management
Ohio
$11.5K
CA
295
Clearstead Advisors
Ohio
$10.4K
S
296
SignatureFD
Georgia
$9.43K
BFPW
297
BOK Financial Private Wealth
Colorado
$8.71K
SAM
298
Smartleaf Asset Management
Massachusetts
$8.16K
BC
299
Broadwater Capital
Massachusetts
$7.79K
PS
300
Principal Securities
Iowa
$7.73K