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Otter Tail

354 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

3% more funds holding

Funds holding: 343354 (+11)

1% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 119

0.32% more ownership

Funds ownership: 67.28%67.6% (+0.32%)

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 (-$21.1M)

44% less call options, than puts

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

Holders
354
Holders Change
+11
Holders Change %
+3.21%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
120
Reduced
119
Closed
34
Calls
$453K
Puts
$808K
Net Calls
-$355K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
326
AssetMark Inc
California
$3.23K -$1.78K -22 -35%
CWP
327
Concord Wealth Partners
Virginia
$3.15K -$81 -1 -3%
AA
328
Ancora Advisors
Ohio
$3.07K
JWA
329
JFS Wealth Advisors
Pennsylvania
$2.91K +$729 +9 +33%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$2.75K
CT
331
Colonial Trust
South Carolina
$2.75K +$2.75K +34 New
PFBT
332
Parkside Financial Bank & Trust
Missouri
$2.67K
BTI
333
Blue Trust Inc
Georgia
$2.5K -$18.9K -233 -88%
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$2.26K
MWPCG
335
Measured Wealth Private Client Group
New Hampshire
$1.53K
BIA
336
Bell Investment Advisors
California
$1.21K -$2.92K -36 -71%
PMAM
337
Picton Mahoney Asset Management
Ontario, Canada
$1.21K
AIC
338
Archer Investment Corporation
Indiana
$970
GEA
339
Glen Eagle Advisors
New Jersey
$928
SS
340
SBI Securities
Japan
$808
EP
341
Essential Partners
California
$646 -$81 -1 -11%
FFO
342
Fortitude Family Office
Arizona
$566 -$405 -5 -42%
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$485 -$81 -1 -14%
AW
344
Ankerstar Wealth
Texas
$323 +$324 +4 New
SEP
345
Signature Equity Partners
Ohio
$323 +$324 +4 New
SIC
346
SJS Investment Consulting
Ohio
$243
GWM
347
Gilpin Wealth Management
Colorado
$243 +$243 +3 New
BHWM
348
Bay Harbor Wealth Management
Maryland
$242 +$81 +1 +50%
HIA
349
HFM Investment Advisors
New Jersey
$162
RWM
350
Rialto Wealth Management
New York
$162 +$81 +1 +100%