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Otter Tail

354 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

3% more funds holding

Funds holding: 343354 (+11)

1% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 119

0.32% more ownership

Funds ownership: 67.28%67.6% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$21.1M)

44% less call options, than puts

Call options by funds: $453K | Put options by funds: $808K

Holders
354
Holders Change
+11
Holders Change %
+3.21%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
120
Reduced
119
Closed
34
Calls
$453K
Puts
$808K
Net Calls
-$355K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$24K +$2.19K +27 +10%
SL
302
Salomon & Ludwin
Virginia
$20.8K +$6.08K +75 +41%
Nomura Asset Management
303
Nomura Asset Management
Japan
$17.8K
IBOK
304
Independence Bank of Kentucky
Kentucky
$16.2K
NEWAS
305
N.E.W. Advisory Services
Wisconsin
$16.2K
SWIM
306
Smallwood Wealth Investment Management
New Jersey
$15.8K +$162 +2 +1%
IA
307
IFP Advisors
Florida
$15.7K
PMFA
308
Plante Moran Financial Advisors
Michigan
$13K
SAM
309
Smartleaf Asset Management
Massachusetts
$11.4K +$3.08K +38 +38%
W
310
WealthCollab
Washington
$9.62K +$3.08K +38 +47%
S
311
SignatureFD
Georgia
$9.29K
LFG
312
Larson Financial Group
Missouri
$8.24K -$11.5K -142 -58%
IWP
313
IAG Wealth Partners
Wisconsin
$8.08K -$8.1K -100 -50%
BC
314
Broadwater Capital
Massachusetts
$7.68K
SIS
315
Sound Income Strategies
Florida
$7.16K +$6.64K +82 New
BFS
316
Bare Financial Services
Pennsylvania
$7.11K +$3.08K +38 +76%
HFM
317
Harvest Fund Management
China
$7K
NS
318
NBC Securities
Alabama
$6.46K
RFP
319
Root Financial Partners
California
$5.5K +$972 +12 +21%
KAS
320
Kemnay Advisory Services
New York
$5.41K +$5.43K +67 New
BBHC
321
Brown Brothers Harriman & Co
New York
$5.01K
RIL
322
Rothschild Investment LLC
Illinois
$4.45K -$405 -5 -8%
GWSA
323
Global Wealth Strategies & Associates
Colorado
$4.45K
KFAS
324
Keating Financial Advisory Services
Kansas
$3.39K +$3.4K +42 New
VCM
325
Versant Capital Management
Arizona
$3.39K +$3.4K +42 New