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Otter Tail

345 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $825K | Put options by funds: $501K

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

4% more funds holding

Funds holding: 333345 (+12)

0.2% more ownership

Funds ownership: 65.55%65.74% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$74.8M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 129

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
108
Reduced
129
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$1.62K +$156 +2 +11%
SC
327
SouthState Corp
Florida
$1.31K
PMAM
328
Picton Mahoney Asset Management
Ontario, Canada
$1K
HFS
329
Hantz Financial Services
Michigan
$1K +$1.17K +15 New
AIC
330
Archer Investment Corporation
Indiana
$925
GEA
331
Glen Eagle Advisors
New Jersey
$874
AssetMark Inc
332
AssetMark Inc
California
$848 +$546 +7 +175%
SS
333
SBI Securities
Japan
$771
FFO
334
Fortitude Family Office
Arizona
$771 +$781 +10 New
EP
335
Essential Partners
California
$694 +$703 +9 New
CT
336
Clearstead Trust
Maine
$617 +$625 +8 New
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$540
SIC
338
SJS Investment Consulting
Ohio
$232 -$234 -3 -50%
MCM
339
Manchester Capital Management
Vermont
$232
HNB
340
Huntington National Bank
Ohio
$231
HIA
341
HFM Investment Advisors
New Jersey
$231 +$156 +2 +200%
BHWM
342
Bay Harbor Wealth Management
Maryland
$154 +$78 +1 +100%
TWD
343
True Wealth Design
Ohio
$78 -$468 -6 -86%
RWM
344
Rialto Wealth Management
New York
$78 +$78 +1 New
PWM
345
Parkworth Wealth Management
California
$77
Man Group
346
Man Group
United Kingdom
-$3.96M -49,288 Closed
CF
347
Corebridge Financial
Texas
-$1.74M -21,616 Closed
JFG
348
Jefferies Financial Group
New York
-$1.62M -20,100 Closed
Natixis Advisors
349
Natixis Advisors
Massachusetts
-$852K -10,596 Closed
DFCM
350
Dark Forest Capital Management
Puerto Rico
-$821K -10,216 Closed

OTTR Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2025, worth a combined $2.13B — down 3.4% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTTR positions and 31 closed out — a net gain of 14 holders — while 108 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 345 institutional investors held Otter Tail (OTTR) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.13B of Otter Tail stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 45 funds opened new Otter Tail positions in Q2 2025 and 31 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q2 2025 was Millennium Management, an estimated $13M added.
  • The largest Otter Tail seller in Q2 2025 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2025.