We are live on ! Find out more
OTTR icon

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
LPL Financial
51
LPL Financial
California
$5.42M +$228K +2,806 +4%
VF
52
Vest Financial
Virginia
$5.36M +$1.96M +24,185 +59%
Barclays
53
Barclays
United Kingdom
$5.18M -$1.29M -15,929 -20%
SSA
54
Schonfeld Strategic Advisors
New York
$5.16M +$209K +2,579 +4%
HF
55
HRT Financial
New York
$5.1M +$942K +11,618 +23%
Man Group
56
Man Group
United Kingdom
$5.03M +$4.97M +61,312 New
Wells Fargo
57
Wells Fargo
California
$4.99M +$521K +6,421 +12%
TI
58
Trexquant Investment
Connecticut
$4.61M +$4.1M +50,546 +896%
WTC
59
WhitTier Trust Company
Nevada
$3.79M +$16.1K +199 +0.4%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.58M -$243K -3,000 -6%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$3.5M +$158K +1,944 +5%
Raymond James Financial
62
Raymond James Financial
Florida
$3.5M +$623K +7,678 +22%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$3.5M -$2.88M -35,503 -45%
UBS AM
64
UBS AM
Illinois
$3.35M -$3.08M -37,918 -48%
Citigroup
65
Citigroup
New York
$3.33M -$765K -9,430 -19%
PIP
66
Palisades Investment Partners
California
$3.29M
First Manhattan
67
First Manhattan
New York
$3.16M -$199K -2,450 -6%
BEI
68
Benjamin Edwards Inc
Missouri
$3.14M +$3.11M +38,348 New
BCM
69
Bridgeway Capital Management
Texas
$3.12M
Jane Street
70
Jane Street
New York
$3.09M -$4.4M -54,293 -59%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$3.04M +$2.21M +27,300 +279%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$2.86M -$6.89K -85 -0.2%
Canada Life
73
Canada Life
Manitoba, Canada
$2.81M -$45.5K -561 -2%
Deutsche Bank
74
Deutsche Bank
Germany
$2.77M +$285K +3,515 +12%
Connor, Clark & Lunn Investment Management (CC&L)
75
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.69M -$227K -2,803 -8%

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.