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Otter Tail

341 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, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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)

1% less funds holding

Funds holding: 343341 (-2)

9% less call options, than puts

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

Holders
341
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
BFPW
301
BOK Financial Private Wealth
Colorado
$8.71K
SAM
302
Smartleaf Asset Management
Massachusetts
$8.16K
BC
303
Broadwater Capital
Massachusetts
$7.79K
PS
304
Principal Securities
Iowa
$7.73K
HFM
305
Harvest Fund Management
China
$7K
W
306
WealthCollab
Washington
$6.64K
NS
307
NBC Securities
Alabama
$6.56K
BBHC
308
Brown Brothers Harriman & Co
New York
$5.08K
AssetMark Inc
309
AssetMark Inc
California
$5.08K
RIL
310
Rothschild Investment LLC
Illinois
$4.92K
RFP
311
Root Financial Partners
California
$4.59K
GWSA
312
Global Wealth Strategies & Associates
Colorado
$4.51K
BIA
313
Bell Investment Advisors
California
$4.18K
BFS
314
Bare Financial Services
Pennsylvania
$4.1K
CWP
315
Concord Wealth Partners
Virginia
$3.28K
AA
316
Ancora Advisors
Ohio
$3.12K
WANY
317
Wealthspire Advisors (New York)
New York
$2.87K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$2.79K
PFBT
319
Parkside Financial Bank & Trust
Missouri
$2.71K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$2.29K
JWA
321
JFS Wealth Advisors
Pennsylvania
$2.21K
CJ
322
Caitlin John
Michigan
$1.97K
MWPCG
323
Measured Wealth Private Client Group
New Hampshire
$1.56K
SC
324
SouthState Corp
Florida
$1.39K
PMAM
325
Picton Mahoney Asset Management
Ontario, Canada
$1K