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Otter Tail

343 hedge funds and large institutions have $2.56B invested in Otter Tail in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 136 increasing their positions, 95 reducing their positions, and 31 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

3% less funds holding

Funds holding: 354343 (-11)

Holders
343
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
$693K
Puts
$623K
Net Calls
Net Calls Change

Top Buyers

1 +$43.8M
2 +$33.9M
3 +$13.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$13.1M
5
Victory Capital Management
Victory Capital Management
Texas
+$10.7M

Top Sellers

1 -$17.7M
2 -$6.86M
3 -$6.77M
4
BWS
Buck Wealth Strategies
Colorado
-$5.89M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.54M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$8.95K
BFS
302
Bare Financial Services
Pennsylvania
$8.87K
IWP
303
IAG Wealth Partners
Wisconsin
$8.78K
KFAS
304
Keating Financial Advisory Services
Kansas
$8.16K
HFM
305
Harvest Fund Management
China
$8K
RFP
306
Root Financial Partners
California
$6.93K
TPWA
307
Twin Peaks Wealth Advisors
California
$5.88K
BBHC
308
Brown Brothers Harriman & Co
New York
$5.44K
RIL
309
Rothschild Investment LLC
Illinois
$5.44K
GWSA
310
Global Wealth Strategies & Associates
Colorado
$4.83K
CT
311
Colonial Trust
South Carolina
$4.54K
VCM
312
Versant Capital Management
Arizona
$3.95K
CFO
313
CVA Family Office
Colorado
$3.6K
AssetMark Inc
314
AssetMark Inc
California
$3.5K
AA
315
Ancora Advisors
Ohio
$3.33K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$2.98K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$2.9K
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$2.46K
JWM
319
JPL Wealth Management
Colorado
$2.37K
FFO
320
Fortitude Family Office
Arizona
$2.28K
JWA
321
JFS Wealth Advisors
Pennsylvania
$2.19K
QL
322
Quarry LP
New York
$2.19K
BTI
323
Blue Trust Inc
Georgia
$2.11K
CIAM
324
Caitong International Asset Management
Hong Kong
$2.02K
MCM
325
MAI Capital Management
Ohio
$1.58K