We are live on ! Find out more
OTTR icon

Otter Tail

343 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

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$180M)

1.54% more ownership

Funds ownership: 65.74%67.28% (+1.5%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 345343 (-2)

9% less call options, than puts

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

Holders
343
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
120
Reduced
110
Closed
33
Calls
$803K
Puts
$885K
Net Calls
-$82K
Net Calls Change
-$406K
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 +$5.6K +69 +223%
BC
304
Broadwater Capital
Massachusetts
$7.79K -$586K -7,229 -99%
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 -$182K -2,250 -97%
BBHC
309
Brown Brothers Harriman & Co
New York
$5.08K
AssetMark Inc
310
AssetMark Inc
California
$5.08K +$4.14K +51 +464%
RIL
311
Rothschild Investment LLC
Illinois
$4.92K
RFP
312
Root Financial Partners
California
$4.59K +$4.54K +56 New
GWSA
313
Global Wealth Strategies & Associates
Colorado
$4.51K
BIA
314
Bell Investment Advisors
California
$4.18K -$405 -5 -9%
BFS
315
Bare Financial Services
Pennsylvania
$4.1K +$2.11K +26 +108%
CWP
316
Concord Wealth Partners
Virginia
$3.28K
AA
317
Ancora Advisors
Ohio
$3.12K -$2.35K -29 -43%
WANY
318
Wealthspire Advisors (New York)
New York
$2.87K +$2.84K +35 New
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 +$1.95K +24 New
MWPCG
324
Measured Wealth Private Client Group
New Hampshire
$1.56K +$1.54K +19 New
SC
325
SouthState Corp
Florida
$1.39K

OTTR Hedge Fund Activity: Q3 2025 in Review

343 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2025, worth a combined $2.31B — up 8.4% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OTTR positions and 33 closed out — a net gain of 3 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.4M. The largest seller was Millennium Management, cutting an estimated $28.1M.

  • 343 institutional investors held Otter Tail (OTTR) as of Q3 2025, down from 345 in Q2 2025.
  • Funds reported $2.31B of Otter Tail stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 36 funds opened new Otter Tail positions in Q3 2025 and 33 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2025 was JP Morgan Chase, an estimated $21.4M added.
  • The largest Otter Tail seller in Q3 2025 was Millennium Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.