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Otter Tail

354 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

3% more funds holding

Funds holding: 343354 (+11)

1% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 119

0.32% more ownership

Funds ownership: 67.28%67.6% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$21.1M)

44% less call options, than puts

Call options by funds: $453K | Put options by funds: $808K

Holders
354
Holders Change
+11
Holders Change %
+3.21%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
120
Reduced
119
Closed
34
Calls
$453K
Puts
$808K
Net Calls
-$355K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
276
C.M. Bidwell & Associates
Hawaii
$59.8K
CAM
277
Costello Asset Management
Pennsylvania
$58K -$405 -5 -0.7%
HNW
278
High Note Wealth
Minnesota
$54.7K -$41.4K -511 -43%
GAG
279
Goodman Advisory Group
Massachusetts
$53.9K
AF
280
Advisornet Financial
Minnesota
$52.5K
UB
281
UMB Bank
Missouri
$52K +$39.2K +484 +303%
Ohio Public Employees Retirement System (OPERS)
282
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.7K -$405 -5 -0.8%
HFS
283
Hantz Financial Services
Michigan
$50K +$33.3K +411 +196%
SO
284
STRS Ohio
Ohio
$48.5K -$16.2K -200 -25%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$47.6K -$3.32K -41 -7%
GI
286
GAMMA Investing
California
$44.7K +$9.8K +121 +28%
ACM
287
Aster Capital Management
United Arab Emirates
$41.2K +$41.3K +510 New
API
288
Asset Planning Inc
California
$40.4K
BFP
289
Birchwood Financial Partners
Minnesota
$40.4K +$40.5K +500 New
SWM
290
SHP Wealth Management
Massachusetts
$40.4K +$40.5K +500 New
CTWM
291
Cherry Tree Wealth Management
Minnesota
$36.7K
CCM
292
Chilton Capital Management
Texas
$34.4K
MAFA
293
MJT & Associates Financial Advisory
Minnesota
$33.9K
Simplex Trading
294
Simplex Trading
Illinois
$32.2K +$3.48K +43 +12%
CIAM
295
Caitong International Asset Management
Hong Kong
$31.4K +$31.4K +388 New
AAP
296
Arax Advisory Partners
Colorado
$30.6K +$2.11K +26 +7%
EWA
297
EverSource Wealth Advisors
Alabama
$30.4K +$17.2K +212 +129%
HWM
298
HighMark Wealth Management
Minnesota
$27.1K +$243 +3 +0.9%
WFA
299
West Financial Advisors
Iowa
$27K
VWM
300
Vermillion Wealth Management
Minnesota
$24.2K