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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
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$1.58M -$24.3K -300 -2%
IIM
102
INTECH Investment Management
Florida
$1.48M -$4.81M -59,352 -77%
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$1.47M -$261K -3,220 -15%
FFN
104
Focus Financial Network
Minnesota
$1.42M -$25.1K -309 -2%
Capital Fund Management (CFM)
105
Capital Fund Management (CFM)
France
$1.42M +$1.4M +17,295 New
NA
106
NewEdge Advisors
Louisiana
$1.39M -$276K -3,407 -17%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$1.38M +$136K +1,671 +11%
Squarepoint
108
Squarepoint
New York
$1.38M +$308K +3,798 +29%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$6.81K -84 -0.5%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$1.34M +$386K +4,762 +41%
American Century Companies
111
American Century Companies
Missouri
$1.32M +$30.8K +380 +2%
ETC
112
Exchange Traded Concepts
Oklahoma
$1.31M +$1.3M +15,987 New
AAM
113
Advisors Asset Management
Colorado
$1.3M +$183K +2,253 +17%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$1.27M +$69.4K +856 +6%
JF
115
Jump Financial
Illinois
$1.27M +$927K +11,430 +281%
NSIM
116
North Star Investment Management
Illinois
$1.2M +$243 +3 +0%
AQR Capital Management
117
AQR Capital Management
Connecticut
$1.19M +$121K +1,492 +11%
AI
118
Atom Investors
Texas
$1.19M -$102K -1,261 -8%
WG
119
Winton Group
United Kingdom
$1.18M +$2.92K +36 +0.3%
New York State Teachers Retirement System (NYSTRS)
120
New York State Teachers Retirement System (NYSTRS)
New York
$1.18M -$11.4K -141 -1%
DTL
121
Dynamic Technology Lab
Singapore
$1.11M +$1.1M +13,601 New
YCM
122
Yousif Capital Management
Michigan
$1.09M -$178K -2,198 -14%
IA
123
Inspire Advisors
Idaho
$1.05M +$1.04M +12,764 New
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$1.03M -$1.69M -20,857 -62%
GCP
125
GSA Capital Partners
United Kingdom
$1.03M +$1.01M +12,514 New

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.