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Otter Tail

332 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

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

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
332
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
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$14.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.59M
5
Bank of America
Bank of America
North Carolina
+$6.81M

Top Sellers

1 -$24M
2 -$13M
3 -$10.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
W
301
WealthCollab
Washington
$5.3K
BIA
302
Bell Investment Advisors
California
$4.82K
GWSA
303
Global Wealth Strategies & Associates
Colorado
$4.42K
CIAM
304
Caitong International Asset Management
Hong Kong
$4.42K
LC
305
Lindbrook Capital
California
$3.7K
BIG
306
Brooklyn Investment Group
New York
$3.3K
CWP
307
Concord Wealth Partners
Virginia
$3.21K
PFBT
308
Parkside Financial Bank & Trust
Missouri
$3.06K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$2.73K
AA
310
Ancora Advisors
Ohio
$2.33K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2.25K
JWA
312
JFS Wealth Advisors
Pennsylvania
$2.17K
BA
313
Bellwether Advisors
Nebraska
$2.01K
AAP
314
Arax Advisory Partners
Colorado
$1.69K
LFG
315
Larson Financial Group
Missouri
$1.53K
SC
316
SouthState Corp
Florida
$1.37K
PMAM
317
Picton Mahoney Asset Management
Ontario, Canada
$1K
AIC
318
Archer Investment Corporation
Indiana
$964
GEA
319
Glen Eagle Advisors
New Jersey
$905
SS
320
SBI Securities
Japan
$804
BFS
321
Bare Financial Services
Pennsylvania
$804
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$563
TWD
323
True Wealth Design
Ohio
$563
SIC
324
SJS Investment Consulting
Ohio
$483
GFPC
325
Global Financial Private Client
Florida
$482