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Otter Tail

352 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 118 reducing their positions, and 34 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 (-$21.5M)

44% less call options, than puts

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

Holders
352
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
SL
301
Salomon & Ludwin
Virginia
$20.8K
Nomura Asset Management
302
Nomura Asset Management
Japan
$17.8K
IBOK
303
Independence Bank of Kentucky
Kentucky
$16.2K
NEWAS
304
N.E.W. Advisory Services
Wisconsin
$16.2K
SWIM
305
Smallwood Wealth Investment Management
New Jersey
$15.8K
IA
306
IFP Advisors
Florida
$15.7K
PMFA
307
Plante Moran Financial Advisors
Michigan
$13K
SAM
308
Smartleaf Asset Management
Massachusetts
$11.4K
W
309
WealthCollab
Washington
$9.62K
S
310
SignatureFD
Georgia
$9.29K
LFG
311
Larson Financial Group
Missouri
$8.24K
IWP
312
IAG Wealth Partners
Wisconsin
$8.08K
BC
313
Broadwater Capital
Massachusetts
$7.68K
SIS
314
Sound Income Strategies
Florida
$7.16K
BFS
315
Bare Financial Services
Pennsylvania
$7.11K
HFM
316
Harvest Fund Management
China
$7K
NS
317
NBC Securities
Alabama
$6.46K
RFP
318
Root Financial Partners
California
$5.5K
KAS
319
Kemnay Advisory Services
New York
$5.41K
BBHC
320
Brown Brothers Harriman & Co
New York
$5.01K
RIL
321
Rothschild Investment LLC
Illinois
$4.45K
GWSA
322
Global Wealth Strategies & Associates
Colorado
$4.45K
VCM
323
Versant Capital Management
Arizona
$3.39K
KFAS
324
Keating Financial Advisory Services
Kansas
$3.39K
AssetMark Inc
325
AssetMark Inc
California
$3.23K