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Otter Tail

343 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 108 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$78.4M)

15% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 127

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
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$7.57M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.92M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.6M

Top Sellers

1 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
301
BOK Financial Private Wealth
Colorado
$8.19K
PS
302
Principal Securities
Iowa
$7.24K
HFM
303
Harvest Fund Management
China
$7K
UB
304
UMB Bank
Missouri
$6.86K
W
305
WealthCollab
Washington
$6.25K
AA
306
Ancora Advisors
Ohio
$5.17K
BBHC
307
Brown Brothers Harriman & Co
New York
$4.78K
RIL
308
Rothschild Investment LLC
Illinois
$4.63K
BIA
309
Bell Investment Advisors
California
$4.32K
AAP
310
Arax Advisory Partners
Colorado
$4.32K
GWSA
311
Global Wealth Strategies & Associates
Colorado
$4.24K
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$3.16K
CWP
313
Concord Wealth Partners
Virginia
$3.08K
Optiver Holding
314
Optiver Holding
Netherlands
$2.85K
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$2.62K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$2.54K
SAM
317
Smartleaf Asset Management
Massachusetts
$2.44K
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.16K
FHA
319
First Horizon Advisors
Tennessee
$2.16K
JWA
320
JFS Wealth Advisors
Pennsylvania
$2.08K
BIG
321
Brooklyn Investment Group
New York
$2K
BA
322
Bellwether Advisors
Nebraska
$1.93K
BFS
323
Bare Financial Services
Pennsylvania
$1.85K
TPWA
324
Twin Peaks Wealth Advisors
California
$1.73K
LFG
325
Larson Financial Group
Missouri
$1.62K