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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
NSEDCP
126
NJ State Employees Deferred Compensation Plan
New Jersey
$925K
AB
127
Amalgamated Bank
New York
$921K +$2.03K +26 +0.2%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$896K +$60.3K +773 +7%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$887K
Franklin Resources
130
Franklin Resources
California
$851K -$30.2K -387 -3%
ASRS
131
Arizona State Retirement System
Arizona
$846K +$13.7K +176 +2%
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$829K +$58.4K +748 +7%
LTAS
133
Linden Thomas Advisory Services
North Carolina
$820K +$166K +2,124 +25%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$815K -$40.8K -522 -5%
XT
135
XTX Topco
Cayman Islands
$815K +$826K +10,578 New
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$814K -$320K -4,100 -28%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$810K -$7.18K -92 -0.9%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$803K -$22.6K -289 -3%
GVAG
139
Great Valley Advisor Group
Delaware
$786K +$796K +10,200 New
VIP
140
Vista Investment Partners
Oklahoma
$756K -$6.79K -87 -0.9%
Two Sigma Advisers
141
Two Sigma Advisers
New York
$755K -$78.1K -1,000 -9%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$742K +$7.81K +100 +1%
FM
143
Foster & Motley
Ohio
$700K -$8.82K -113 -1%
SCM
144
Sterling Capital Management
North Carolina
$697K +$43.9K +562 +7%
PFSRSONJ
145
Police & Firemen's Retirement System of New Jersey
New Jersey
$683K +$4.45K +57 +0.6%
KAS
146
Kestra Advisory Services
Texas
$664K -$29.6K -379 -4%
JIR
147
James Investment Research
Ohio
$640K
NP
148
NorthRock Partners
Minnesota
$639K -$1.56K -20 -0.2%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$638K +$74.7K +957 +13%
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$628K -$39K -500 -6%

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.