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Otter Tail

339 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, 119 increasing their positions, 109 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

1% less funds holding

Funds holding: 343339 (-4)

Holders
339
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
Simplex Trading
276
Simplex Trading
Illinois
$29K
AAP
277
Arax Advisory Partners
Colorado
$28.9K
WFA
278
West Financial Advisors
Iowa
$27.4K
HWM
279
HighMark Wealth Management
Minnesota
$27.3K
VWM
280
Vermillion Wealth Management
Minnesota
$24.6K
Bessemer Group
281
Bessemer Group
New Jersey
$23K
BTI
282
Blue Trust Inc
Georgia
$21.6K
LFG
283
Larson Financial Group
Missouri
$20K
IA
284
IFP Advisors
Florida
$19.3K
HWM
285
Hemington Wealth Management
Virginia
$19K
Nomura Asset Management
286
Nomura Asset Management
Japan
$18K
HFS
287
Hantz Financial Services
Michigan
$17K
IWP
288
IAG Wealth Partners
Wisconsin
$16.4K
IBOK
289
Independence Bank of Kentucky
Kentucky
$16.4K
NEWAS
290
N.E.W. Advisory Services
Wisconsin
$16.4K
SWIM
291
Smallwood Wealth Investment Management
New Jersey
$16K
SL
292
Salomon & Ludwin
Virginia
$14.4K
EWA
293
EverSource Wealth Advisors
Alabama
$13.4K
PMFA
294
Plante Moran Financial Advisors
Michigan
$13.1K
UB
295
UMB Bank
Missouri
$13.1K
MCM
296
MAI Capital Management
Ohio
$11.5K
CA
297
Clearstead Advisors
Ohio
$10.4K
S
298
SignatureFD
Georgia
$9.43K
BFPW
299
BOK Financial Private Wealth
Colorado
$8.71K
SAM
300
Smartleaf Asset Management
Massachusetts
$8.16K