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Otter Tail

343 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, 120 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$180M)

1.54% more ownership

Funds ownership: 65.74%67.28% (+1.5%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 345343 (-2)

9% less call options, than puts

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

Holders
343
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
120
Reduced
110
Closed
33
Calls
$803K
Puts
$885K
Net Calls
-$82K
Net Calls Change
-$406K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
276
Chilton Capital Management
Texas
$34.9K
MAFA
277
MJT & Associates Financial Advisory
Minnesota
$34.4K
QL
278
Quarry LP
New York
$29.1K -$23.4K -288 -45%
Simplex Trading
279
Simplex Trading
Illinois
$29K +$28.9K +356 New
AAP
280
Arax Advisory Partners
Colorado
$28.9K +$24.1K +297 +530%
WFA
281
West Financial Advisors
Iowa
$27.4K
HWM
282
HighMark Wealth Management
Minnesota
$27.3K +$162 +2 +0.6%
VWM
283
Vermillion Wealth Management
Minnesota
$24.6K
Bessemer Group
284
Bessemer Group
New Jersey
$23K +$9.81K +121 +80%
BTI
285
Blue Trust Inc
Georgia
$21.6K
LFG
286
Larson Financial Group
Missouri
$20K +$18.1K +223 +1,062%
HWM
287
Hemington Wealth Management
Virginia
$19K +$81 +1 +0.4%
Nomura Asset Management
288
Nomura Asset Management
Japan
$18K
HFS
289
Hantz Financial Services
Michigan
$17K +$15.8K +195 +1,300%
IWP
290
IAG Wealth Partners
Wisconsin
$16.4K
IBOK
291
Independence Bank of Kentucky
Kentucky
$16.4K
NEWAS
292
N.E.W. Advisory Services
Wisconsin
$16.4K
SWIM
293
Smallwood Wealth Investment Management
New Jersey
$16K +$81 +1 +0.5%
IA
294
IFP Advisors
Florida
$15.9K -$11.9K -147 -43%
SL
295
Salomon & Ludwin
Virginia
$14.4K +$14.7K +181 New
EWA
296
EverSource Wealth Advisors
Alabama
$13.4K -$4.22K -52 -24%
PMFA
297
Plante Moran Financial Advisors
Michigan
$13.1K
UB
298
UMB Bank
Missouri
$13.1K +$5.76K +71 +80%
MCM
299
MAI Capital Management
Ohio
$11.5K -$2.03K -25 -15%
CA
300
Clearstead Advisors
Ohio
$10.4K +$10.3K +127 New

OTTR Hedge Fund Activity: Q3 2025 in Review

343 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2025, worth a combined $2.31B — up 8.4% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OTTR positions and 33 closed out — a net gain of 3 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.4M. The largest seller was Millennium Management, cutting an estimated $28.1M.

  • 343 institutional investors held Otter Tail (OTTR) as of Q3 2025, down from 345 in Q2 2025.
  • Funds reported $2.31B of Otter Tail stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 36 funds opened new Otter Tail positions in Q3 2025 and 33 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2025 was JP Morgan Chase, an estimated $21.4M added.
  • The largest Otter Tail seller in Q3 2025 was Millennium Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.