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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
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11M +$796K +10,191 +8%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$10.8M -$2.82M -36,169 -21%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10M +$1.05M +13,474 +12%
Victory Capital Management
29
Victory Capital Management
Texas
$9.61M +$534K +6,838 +6%
BTC
30
Bank & Trust Company
Illinois
$9.47M -$49K -628 -0.5%
Ameriprise
31
Ameriprise
Minnesota
$9.2M -$507K -6,490 -5%
Legal & General Group
32
Legal & General Group
United Kingdom
$8.64M +$446K +5,714 +5%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$8.53M -$592K -7,580 -6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$8.42M +$83.1K +1,065 +1%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$8.32M +$735K +9,410 +10%
PFC
36
Phocas Financial Corp
California
$7.39M +$1.09K +14 +0%
BC
37
Broadwater Capital
Massachusetts
$7.32M +$564K +7,229 +7,609%
Jane Street
38
Jane Street
New York
$7.09M +$2.96M +37,899 +70%
WT
39
Whittier Trust
California
$6.82M +$156K +2,002 +2%
ProShare Advisors
40
ProShare Advisors
Maryland
$6.55M -$934K -11,958 -12%
UBS Group
41
UBS Group
Switzerland
$6.37M -$1.38M -17,628 -18%
Prudential Financial
42
Prudential Financial
New Jersey
$6.15M -$908K -11,625 -13%
DA
43
Denali Advisors
California
$6.1M +$876K +11,216 +17%
Barclays
44
Barclays
United Kingdom
$6.1M +$1.74M +22,290 +39%
UBS AM
45
UBS AM
Illinois
$6.07M +$2.59M +33,136 +73%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$6.02M -$1.67M -21,340 -21%
IIM
47
INTECH Investment Management
Florida
$5.97M +$4.57M +58,511 +310%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$5.68M +$3.61M +46,216 +168%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.55M -$78.1K -1,000 -1%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$5.36M +$3.51M +44,968 +183%

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.