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Otter Tail

343 hedge funds and large institutions have $2.31B invested in Otter Tail in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.13B → $2.31B (+$180M)

1.54% more ownership

Funds ownership: 65.74%67.28% (+1.5%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 345343 (-2)

9% less call options, than puts

Call options by funds: $803K | Put options by funds: $885K

Holders
343
Holders Change
-2
Holders Change %
-0.58%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
120
Reduced
110
Closed
33
Calls
$803K
Puts
$885K
Net Calls
-$82K
Net Calls Change
-$406K
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
326
Picton Mahoney Asset Management
Ontario, Canada
$1K
AIC
327
Archer Investment Corporation
Indiana
$984
FFO
328
Fortitude Family Office
Arizona
$984 +$162 +2 +20%
GEA
329
Glen Eagle Advisors
New Jersey
$935
SS
330
SBI Securities
Japan
$820
EP
331
Essential Partners
California
$738
CT
332
Clearstead Trust
Maine
$656
DPW
333
DiNuzzo Private Wealth
Pennsylvania
$588
PA
334
Parallel Advisors
California
$492 +$487 +6 New
SS
335
Sunbelt Securities
Texas
$410 +$405 +5 New
HNB
336
Huntington National Bank
Ohio
$246
MCM
337
Manchester Capital Management
Vermont
$246
SIC
338
SJS Investment Consulting
Ohio
$246
HIA
339
HFM Investment Advisors
New Jersey
$164 -$81 -1 -33%
BHWM
340
Bay Harbor Wealth Management
Maryland
$163
RWM
341
Rialto Wealth Management
New York
$82
TWD
342
True Wealth Design
Ohio
$82
Susquehanna International Group
343
Susquehanna International Group
Pennsylvania
-$3.99M -49,150 Closed
ECM
344
ExodusPoint Capital Management
New York
-$2.91M -37,695 Closed
OFS
345
OneAscent Financial Services
Alabama
-$1.95M -24,710 Closed
NRD
346
Nebula Research & Development
New York
-$1.45M -18,757 Closed
WAM
347
Weiss Asset Management
Massachusetts
-$1.06M -13,803 Closed
TC
348
TwinBeech Capital
New York
-$970K -12,585 Closed
Holocene Advisors
349
Holocene Advisors
New York
-$509K -6,597 Closed
OQS
350
Occudo Quantitative Strategies
Florida
-$360K -4,675 Closed

OTTR Hedge Fund Activity: Q3 2025 in Review

343 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2025, worth a combined $2.31B — up 8.4% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OTTR positions and 33 closed out — a net gain of 3 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.4M. The largest seller was Millennium Management, cutting an estimated $28.1M.

  • 343 institutional investors held Otter Tail (OTTR) as of Q3 2025, down from 345 in Q2 2025.
  • Funds reported $2.31B of Otter Tail stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 36 funds opened new Otter Tail positions in Q3 2025 and 33 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2025 was JP Morgan Chase, an estimated $21.4M added.
  • The largest Otter Tail seller in Q3 2025 was Millennium Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2025.