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Otter Tail

343 hedge funds and large institutions have $2.56B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 136 increasing their positions, 95 reducing their positions, and 31 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 call options, than puts

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

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding

Funds holding: 354343 (-11)

Holders
343
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
$693K
Puts
$623K
Net Calls
Net Calls Change

Top Buyers

1 +$43.8M
2 +$33.9M
3 +$13.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M
5
Victory Capital Management
Victory Capital Management
Texas
+$10.7M

Top Sellers

1 -$17.7M
2 -$6.86M
3 -$6.77M
4
BWS
Buck Wealth Strategies
Colorado
-$5.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
SHP Wealth Management
Massachusetts
$43.9K
API
277
Asset Planning Inc
California
$43.9K
BFP
278
Birchwood Financial Partners
Minnesota
$43.9K
CTWM
279
Cherry Tree Wealth Management
Minnesota
$39.8K
CCM
280
Chilton Capital Management
Texas
$37.4K
MAFA
281
MJT & Associates Financial Advisory
Minnesota
$36.9K
Bessemer Group
282
Bessemer Group
New Jersey
$36K
SL
283
Salomon & Ludwin
Virginia
$35.1K
AAP
284
Arax Advisory Partners
Colorado
$34.8K
EWA
285
EverSource Wealth Advisors
Alabama
$34.5K
KAS
286
Kemnay Advisory Services
New York
$29.9K
HWM
287
HighMark Wealth Management
Minnesota
$29.6K
WFA
288
West Financial Advisors
Iowa
$29.3K
HCA
289
Harbor Capital Advisors
Illinois
$29K
VWM
290
Vermillion Wealth Management
Minnesota
$26.6K
SIS
291
Sound Income Strategies
Florida
$25.3K
DWP
292
Destiny Wealth Partners
Florida
$21.1K
OWA
293
Opal Wealth Advisors
New York
$20.1K
Nomura Asset Management
294
Nomura Asset Management
Japan
$19.3K
NEWAS
295
N.E.W. Advisory Services
Wisconsin
$17.6K
SWIM
296
Smallwood Wealth Investment Management
New Jersey
$17.3K
IA
297
IFP Advisors
Florida
$16.7K
PMFA
298
Plante Moran Financial Advisors
Michigan
$14.1K
SAM
299
Smartleaf Asset Management
Massachusetts
$10.6K
W
300
WealthCollab
Washington
$10.4K