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Otter Tail

339 hedge funds and large institutions have $2.31B invested in Otter Tail in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $803K | Put options by funds: $885K

1% less funds holding

Funds holding: 343339 (-4)

Holders
339
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
$803K
Puts
$885K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Broadwater Capital
Massachusetts
$7.79K
PS
302
Principal Securities
Iowa
$7.73K
HFM
303
Harvest Fund Management
China
$7K
W
304
WealthCollab
Washington
$6.64K
NS
305
NBC Securities
Alabama
$6.56K
BBHC
306
Brown Brothers Harriman & Co
New York
$5.08K
AssetMark Inc
307
AssetMark Inc
California
$5.08K
RIL
308
Rothschild Investment LLC
Illinois
$4.92K
RFP
309
Root Financial Partners
California
$4.59K
GWSA
310
Global Wealth Strategies & Associates
Colorado
$4.51K
BIA
311
Bell Investment Advisors
California
$4.18K
BFS
312
Bare Financial Services
Pennsylvania
$4.1K
CWP
313
Concord Wealth Partners
Virginia
$3.28K
AA
314
Ancora Advisors
Ohio
$3.12K
WANY
315
Wealthspire Advisors (New York)
New York
$2.87K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$2.79K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$2.71K
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.29K
JWA
319
JFS Wealth Advisors
Pennsylvania
$2.21K
CJ
320
Caitlin John
Michigan
$1.97K
MWPCG
321
Measured Wealth Private Client Group
New Hampshire
$1.56K
SC
322
SouthState Corp
Florida
$1.39K
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
$1K
AIC
324
Archer Investment Corporation
Indiana
$984
FFO
325
Fortitude Family Office
Arizona
$984