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Otter Tail

350 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 118 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

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 (-$22M)

44% less call options, than puts

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

Holders
350
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
$453K
Puts
$808K
Net Calls
Net Calls Change

Top Buyers

1 +$29.8M
2 +$14.5M
3 +$10.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$10M
5
Jane Street
Jane Street
New York
+$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
301
Independence Bank of Kentucky
Kentucky
$16.2K
NEWAS
302
N.E.W. Advisory Services
Wisconsin
$16.2K
SWIM
303
Smallwood Wealth Investment Management
New Jersey
$15.8K
IA
304
IFP Advisors
Florida
$15.7K
PMFA
305
Plante Moran Financial Advisors
Michigan
$13K
SAM
306
Smartleaf Asset Management
Massachusetts
$11.4K
W
307
WealthCollab
Washington
$9.62K
S
308
SignatureFD
Georgia
$9.29K
LFG
309
Larson Financial Group
Missouri
$8.24K
IWP
310
IAG Wealth Partners
Wisconsin
$8.08K
BC
311
Broadwater Capital
Massachusetts
$7.68K
SIS
312
Sound Income Strategies
Florida
$7.16K
BFS
313
Bare Financial Services
Pennsylvania
$7.11K
HFM
314
Harvest Fund Management
China
$7K
NS
315
NBC Securities
Alabama
$6.46K
RFP
316
Root Financial Partners
California
$5.5K
KAS
317
Kemnay Advisory Services
New York
$5.41K
BBHC
318
Brown Brothers Harriman & Co
New York
$5.01K
RIL
319
Rothschild Investment LLC
Illinois
$4.45K
GWSA
320
Global Wealth Strategies & Associates
Colorado
$4.45K
KFAS
321
Keating Financial Advisory Services
Kansas
$3.39K
VCM
322
Versant Capital Management
Arizona
$3.39K
AssetMark Inc
323
AssetMark Inc
California
$3.23K
CWP
324
Concord Wealth Partners
Virginia
$3.15K
AA
325
Ancora Advisors
Ohio
$3.07K