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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
US Bancorp
76
US Bancorp
Minnesota
$2.67M +$16.6K +205 +0.6%
Osaic Holdings
77
Osaic Holdings
Arizona
$2.67M +$830K +10,237 +47%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$2.67M -$441K -5,437 -14%
MAM
79
Martingale Asset Management
Massachusetts
$2.66M -$46.9K -578 -2%
VRS
80
Virginia Retirement Systems
Virginia
$2.63M +$97.3K +1,200 +4%
RA
81
Royce & Associates
New York
$2.62M +$14.6K +180 +0.6%
Franklin Resources
82
Franklin Resources
California
$2.59M +$1.67M +20,554 +186%
Financial Engines Advisors
83
Financial Engines Advisors
California
$2.46M +$99.9K +1,232 +4%
EP
84
Edgestream Partners
New Jersey
$2.37M -$126K -1,555 -5%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$2.32M +$490K +6,042 +27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.31M +$2.29M +28,185 New
O
87
Ossiam
France
$2.15M +$2.12M +26,200 New
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$2.1M +$83.6K +1,031 +4%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$1.97M +$7.95K +98 +0.4%
Mariner
90
Mariner
Kansas
$1.95M -$172K -2,125 -8%
QT
91
Quantbot Technologies
New York
$1.9M -$680K -8,390 -27%
AA
92
ALPS Advisors
Colorado
$1.9M +$80.5K +993 +4%
MIM
93
MetLife Investment Management
New Jersey
$1.86M -$62.9K -775 -3%
Verition Fund Management
94
Verition Fund Management
Connecticut
$1.82M -$412K -5,084 -19%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.8M -$106K -1,313 -6%
IMRF
96
Illinois Municipal Retirement Fund
Illinois
$1.8M +$15K +185 +0.9%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$1.73M -$312K -3,842 -15%
JGUA
98
John G. Ullman & Associates
New York
$1.69M +$381K +4,700 +29%
A
99
AlphaQuest
New York
$1.65M +$86.4K +1,065 +6%
Comerica Bank
100
Comerica Bank
Texas
$1.59M -$212K -2,609 -12%

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.