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Otter Tail

345 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $825K | Put options by funds: $501K

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

4% more funds holding

Funds holding: 333345 (+12)

0.2% more ownership

Funds ownership: 65.55%65.74% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$74.8M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 129

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
108
Reduced
129
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
301
BOK Financial Private Wealth
Colorado
$8.19K
LSA
302
Leonteq Securities AG
Switzerland
$7.71K -$4.61K -59 -37%
PS
303
Principal Securities
Iowa
$7.24K -$4.92K -63 -40%
HFM
304
Harvest Fund Management
China
$7K -$134K -1,720 -95%
UB
305
UMB Bank
Missouri
$6.86K -$4.06K -52 -37%
W
306
WealthCollab
Washington
$6.25K +$1.17K +15 +23%
AA
307
Ancora Advisors
Ohio
$5.17K +$2.97K +38 +131%
BBHC
308
Brown Brothers Harriman & Co
New York
$4.78K +$4.84K +62 New
RIL
309
Rothschild Investment LLC
Illinois
$4.63K -$1.17K -15 -20%
BIA
310
Bell Investment Advisors
California
$4.32K -$312 -4 -7%
AAP
311
Arax Advisory Partners
Colorado
$4.32K +$2.73K +35 +167%
GWSA
312
Global Wealth Strategies & Associates
Colorado
$4.24K
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$3.16K +$3.2K +41 New
CWP
314
Concord Wealth Partners
Virginia
$3.08K
Optiver Holding
315
Optiver Holding
Netherlands
$2.85K -$9.6K -123 -77%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$2.62K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$2.54K -$390 -5 -13%
SAM
318
Smartleaf Asset Management
Massachusetts
$2.44K -$7.26K -93 -75%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$2.16K
FHA
320
First Horizon Advisors
Tennessee
$2.16K +$2.19K +28 New
JWA
321
JFS Wealth Advisors
Pennsylvania
$2.08K
BIG
322
Brooklyn Investment Group
New York
$2K -$1.17K -15 -37%
BA
323
Bellwether Advisors
Nebraska
$1.93K
BFS
324
Bare Financial Services
Pennsylvania
$1.85K +$1.09K +14 +140%
TPWA
325
Twin Peaks Wealth Advisors
California
$1.73K +$1.64K +21 New

OTTR Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2025, worth a combined $2.13B — down 3.4% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTTR positions and 31 closed out — a net gain of 14 holders — while 108 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 345 institutional investors held Otter Tail (OTTR) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.13B of Otter Tail stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 45 funds opened new Otter Tail positions in Q2 2025 and 31 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q2 2025 was Millennium Management, an estimated $13M added.
  • The largest Otter Tail seller in Q2 2025 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2025.