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Otter Tail

342 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, 107 increasing their positions, 128 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 (-$79.5M)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 128

Holders
342
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
PS
301
Principal Securities
Iowa
$7.24K
HFM
302
Harvest Fund Management
China
$7K
UB
303
UMB Bank
Missouri
$6.86K
W
304
WealthCollab
Washington
$6.25K
AA
305
Ancora Advisors
Ohio
$5.17K
BBHC
306
Brown Brothers Harriman & Co
New York
$4.78K
RIL
307
Rothschild Investment LLC
Illinois
$4.63K
BIA
308
Bell Investment Advisors
California
$4.32K
AAP
309
Arax Advisory Partners
Colorado
$4.32K
GWSA
310
Global Wealth Strategies & Associates
Colorado
$4.24K
National Bank of Canada
311
National Bank of Canada
Quebec, Canada
$3.16K
CWP
312
Concord Wealth Partners
Virginia
$3.08K
Optiver Holding
313
Optiver Holding
Netherlands
$2.85K
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$2.62K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$2.54K
SAM
316
Smartleaf Asset Management
Massachusetts
$2.44K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$2.16K
FHA
318
First Horizon Advisors
Tennessee
$2.16K
JWA
319
JFS Wealth Advisors
Pennsylvania
$2.08K
BIG
320
Brooklyn Investment Group
New York
$2K
BA
321
Bellwether Advisors
Nebraska
$1.93K
BFS
322
Bare Financial Services
Pennsylvania
$1.85K
TPWA
323
Twin Peaks Wealth Advisors
California
$1.73K
LFG
324
Larson Financial Group
Missouri
$1.62K
SC
325
SouthState Corp
Florida
$1.31K