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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
DTL
351
Dynamic Technology Lab
Singapore
-$794K -9,880 Closed
SFA
352
Sequoia Financial Advisors
Ohio
-$662K -8,242 Closed
GAM
353
Gotham Asset Management
New York
-$565K -7,024 Closed
Assenagon Asset Management
354
Assenagon Asset Management
Luxembourg
-$518K -6,441 Closed
Baird Financial Group
355
Baird Financial Group
Wisconsin
-$374K -4,657 Closed
OAM
356
Oxford Asset Management
United Kingdom
-$325K -4,040 Closed
HW
357
Hancock Whitney
Mississippi
-$248K -3,081 Closed
CW
358
CreativeOne Wealth
Kansas
-$240K -2,986 Closed
USAA
359
United Services Automobile Association
Texas
-$223K -2,765 Closed
MCM
360
Monument Capital Management
Virginia
-$216K -2,683 Closed
ECM
361
Evergreen Capital Management
Washington
-$211K -2,620 Closed
KPWS
362
Kestra Private Wealth Services
Texas
-$205K -2,545 Closed
CAM
363
Cresset Asset Management
Illinois
-$204K -2,540 Closed
BA
364
Bridgewater Associates
Connecticut
-$203K -2,526 Closed
SIM
365
Studio Investment Management
Illinois
-$54.7K -680 Closed
Lazard Asset Management
366
Lazard Asset Management
New York
-$48K -598 Closed
WSFS
367
Wilmington Savings Fund Society
Delaware
-$40.2K -500 Closed
TPCW
368
TD Private Client Wealth
New York
-$26.4K -329 Closed
SL
369
Salomon & Ludwin
Virginia
-$10.7K -133 Closed
HCP
370
Hexagon Capital Partners
Arkansas
-$7.96K -99 Closed
SO
371
Sierra Ocean
California
-$7.88K -98 Closed
AF
372
Atala Financial
California
-$5.95K -74 Closed
CIAM
373
Caitong International Asset Management
Hong Kong
-$4.42K -55 Closed
GFPC
374
Global Financial Private Client
Florida
-$482 -6 Closed
SC
375
Stephens Consulting
Michigan
-$402 -5 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.