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Otter Tail

332 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
332
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
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$14.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.59M
5
Bank of America
Bank of America
North Carolina
+$6.81M

Top Sellers

1 -$24M
2 -$13M
3 -$10.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
276
TD Private Client Wealth
New York
$26.4K
VWM
277
Vermillion Wealth Management
Minnesota
$25.6K
HWM
278
Hemington Wealth Management
Virginia
$20K
HCA
279
Harbor Capital Advisors
Illinois
$19K
Bessemer Group
280
Bessemer Group
New Jersey
$19K
Nomura Asset Management
281
Nomura Asset Management
Japan
$17.7K
IWP
282
IAG Wealth Partners
Wisconsin
$16.1K
IBOK
283
Independence Bank of Kentucky
Kentucky
$16.1K
NEWAS
284
N.E.W. Advisory Services
Wisconsin
$16.1K
SWIM
285
Smallwood Wealth Investment Management
New Jersey
$15.5K
MCM
286
MAI Capital Management
Ohio
$15.3K
PMFA
287
Plante Moran Financial Advisors
Michigan
$12.9K
Optiver Holding
288
Optiver Holding
Netherlands
$12.9K
PS
289
Principal Securities
Iowa
$11.6K
UB
290
UMB Bank
Missouri
$11.3K
SL
291
Salomon & Ludwin
Virginia
$10.7K
SAM
292
Smartleaf Asset Management
Massachusetts
$10K
EWA
293
EverSource Wealth Advisors
Alabama
$9.8K
S
294
SignatureFD
Georgia
$9.72K
BFPW
295
BOK Financial Private Wealth
Colorado
$8.54K
HCP
296
Hexagon Capital Partners
Arkansas
$7.96K
SO
297
Sierra Ocean
California
$7.88K
BCML
298
BROADWATER CAPITAL MANAGEMENT LLC
Massachusetts
$7.63K
RIL
299
Rothschild Investment LLC
Illinois
$6.03K
AF
300
Atala Financial
California
$5.95K