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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
II
351
Inspire Investing
Idaho
$117 -$510K -6,296 -100%
HFS
352
Hughes Financial Services
Virginia
$81 +$81 +1 New
DF
353
Dunhill Financial
United Kingdom
$72 +$81 +1 New
MI
354
Motiv8 Investments
Florida
$34 +$34.2K +422 New
SSA
355
Schonfeld Strategic Advisors
New York
-$5.16M -62,966 Closed
EP
356
Edgestream Partners
New Jersey
-$2.37M -28,867 Closed
O
357
Ossiam
France
-$2.15M -26,200 Closed
IA
358
Inspire Advisors
Idaho
-$1.05M -12,764 Closed
NSEDCP
359
NJ State Employees Deferred Compensation Plan
New Jersey
-$984K -12,000 Closed
ACM
360
Aquatic Capital Management
Illinois
-$850K -10,366 Closed
Mackenzie Financial
361
Mackenzie Financial
Ontario, Canada
-$699K -8,531 Closed
HSBC Holdings
362
HSBC Holdings
United Kingdom
-$608K -7,407 Closed
BA
363
Bridgewater Associates
Connecticut
-$525K -6,406 Closed
EC
364
EntryPoint Capital
New York
-$516K -6,300 Closed
IFU
365
iSAM Funds (UK)
United Kingdom
-$467K -5,693 Closed
Teacher Retirement System of Texas
366
Teacher Retirement System of Texas
Texas
-$405K -4,938 Closed
YIH
367
Y-Intercept (HK)
Hong Kong
-$358K -4,371 Closed
FRM
368
Fox Run Management
Connecticut
-$248K -3,028 Closed
Kovitz Investment Group Partners
369
Kovitz Investment Group Partners
Illinois
-$246K -3,003 Closed
AIM
370
Aigen Investment Management
New York
-$230K -2,800 Closed
IWM
371
IHT Wealth Management
Illinois
-$215K -2,619 Closed
Acadian Asset Management
372
Acadian Asset Management
Massachusetts
-$157K -1,926 Closed
ASN
373
Advisory Services Network
Georgia
-$122K -1,489 Closed
QL
374
Quarry LP
New York
-$29.1K -355 Closed
MCM
375
MAI Capital Management
Ohio
-$11.5K -140 Closed