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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
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$1.51M -$7.81K -100 -0.5%
A
102
AlphaQuest
New York
$1.47M +$843K +10,799 +131%
NRD
103
Nebula Research & Development
New York
$1.45M -$572K -7,326 -28%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$1.4M -$20.9K -268 -1%
FFN
105
Focus Financial Network
Minnesota
$1.36M +$78 +1 +0%
JGUA
106
John G. Ullman & Associates
New York
$1.23M
AI
107
Atom Investors
Texas
$1.21M +$1.23M +15,731 New
American Century Companies
108
American Century Companies
Missouri
$1.21M +$71.6K +917 +6%
YCM
109
Yousif Capital Management
Michigan
$1.2M -$3.83K -49 -0.3%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.17M -$51.8K -664 -4%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$1.13M -$591K -7,567 -34%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$1.13M -$898K -11,498 -44%
NSIM
113
North Star Investment Management
Illinois
$1.13M +$234 +3 +0%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$1.12M
WG
115
Winton Group
United Kingdom
$1.11M -$1.33K -17 -0.1%
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$1.1M +$748K +9,583 +206%
WAM
117
Weiss Asset Management
Massachusetts
$1.06M +$1.08M +13,803 New
AAM
118
Advisors Asset Management
Colorado
$1.05M +$110K +1,414 +12%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$1.04M -$19.4K -249 -2%
AQR Capital Management
120
AQR Capital Management
Connecticut
$1.01M -$752K -9,632 -42%
Squarepoint
121
Squarepoint
New York
$1M -$229K -2,934 -18%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$978K -$72.4K -927 -7%
TC
123
TwinBeech Capital
New York
$970K +$422K +5,401 +75%
MSRPS
124
Maryland State Retirement & Pension System
Maryland
$949K +$11.6K +149 +1%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$930K -$7.03K -90 -0.7%

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.