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Otter Tail

342 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, 120 increasing their positions, 110 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 344342 (-2)

9% less call options, than puts

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

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
$803K
Puts
$885K
Net Calls
Net Calls Change

Top Buyers

1 +$21.4M
2 +$17.9M
3 +$11.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.19M
5
LSV Asset Management
LSV Asset Management
Illinois
+$8.87M

Top Sellers

1 -$28.1M
2 -$9.51M
3 -$5.44M
4
IIM
INTECH Investment Management
Florida
-$4.81M
5
Jane Street
Jane Street
New York
-$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
S
301
SignatureFD
Georgia
$9.43K
BFPW
302
BOK Financial Private Wealth
Colorado
$8.71K
SAM
303
Smartleaf Asset Management
Massachusetts
$8.16K
BC
304
Broadwater Capital
Massachusetts
$7.79K
PS
305
Principal Securities
Iowa
$7.73K
HFM
306
Harvest Fund Management
China
$7K
W
307
WealthCollab
Washington
$6.64K
NS
308
NBC Securities
Alabama
$6.56K
BBHC
309
Brown Brothers Harriman & Co
New York
$5.08K
AssetMark Inc
310
AssetMark Inc
California
$5.08K
RIL
311
Rothschild Investment LLC
Illinois
$4.92K
RFP
312
Root Financial Partners
California
$4.59K
GWSA
313
Global Wealth Strategies & Associates
Colorado
$4.51K
BIA
314
Bell Investment Advisors
California
$4.18K
BFS
315
Bare Financial Services
Pennsylvania
$4.1K
CWP
316
Concord Wealth Partners
Virginia
$3.28K
AA
317
Ancora Advisors
Ohio
$3.12K
WANY
318
Wealthspire Advisors (New York)
New York
$2.87K
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$2.79K
PFBT
320
Parkside Financial Bank & Trust
Missouri
$2.71K
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$2.29K
JWA
322
JFS Wealth Advisors
Pennsylvania
$2.21K
CJ
323
Caitlin John
Michigan
$1.97K
MWPCG
324
Measured Wealth Private Client Group
New Hampshire
$1.56K
SC
325
SouthState Corp
Florida
$1.39K