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Otter Tail

340 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, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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)

1% less funds holding

Funds holding: 343340 (-3)

9% less call options, than puts

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

Holders
340
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
QL
276
Quarry LP
New York
$29.1K
Simplex Trading
277
Simplex Trading
Illinois
$29K
AAP
278
Arax Advisory Partners
Colorado
$28.9K
WFA
279
West Financial Advisors
Iowa
$27.4K
HWM
280
HighMark Wealth Management
Minnesota
$27.3K
VWM
281
Vermillion Wealth Management
Minnesota
$24.6K
Bessemer Group
282
Bessemer Group
New Jersey
$23K
BTI
283
Blue Trust Inc
Georgia
$21.6K
LFG
284
Larson Financial Group
Missouri
$20K
IA
285
IFP Advisors
Florida
$19.3K
HWM
286
Hemington Wealth Management
Virginia
$19K
Nomura Asset Management
287
Nomura Asset Management
Japan
$18K
HFS
288
Hantz Financial Services
Michigan
$17K
IBOK
289
Independence Bank of Kentucky
Kentucky
$16.4K
IWP
290
IAG Wealth Partners
Wisconsin
$16.4K
NEWAS
291
N.E.W. Advisory Services
Wisconsin
$16.4K
SWIM
292
Smallwood Wealth Investment Management
New Jersey
$16K
SL
293
Salomon & Ludwin
Virginia
$14.4K
EWA
294
EverSource Wealth Advisors
Alabama
$13.4K
PMFA
295
Plante Moran Financial Advisors
Michigan
$13.1K
UB
296
UMB Bank
Missouri
$13.1K
MCM
297
MAI Capital Management
Ohio
$11.5K
CA
298
Clearstead Advisors
Ohio
$10.4K
S
299
SignatureFD
Georgia
$9.43K
BFPW
300
BOK Financial Private Wealth
Colorado
$8.71K