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
VCM
126
Voleon Capital Management
California
$1.02M +$1.01M +12,413 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$998K +$136K +1,673 +16%
NSEDCP
128
NJ State Employees Deferred Compensation Plan
New Jersey
$984K
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$981K -$58.4K -720 -6%
AB
130
Amalgamated Bank
New York
$980K +$405 +5 +0%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$977K -$226K -2,789 -19%
State Board of Administration of Florida Retirement System
132
State Board of Administration of Florida Retirement System
Florida
$939K -$4.22K -52 -0.5%
ASRS
133
Arizona State Retirement System
Arizona
$913K +$13.2K +163 +1%
LTAS
134
Linden Thomas Advisory Services
North Carolina
$909K +$37.2K +459 +4%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$889K +$879K +10,842 New
PFSRSONJ
136
Police & Firemen's Retirement System of New Jersey
New Jersey
$875K +$147K +1,812 +20%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$875K -$6.97K -86 -0.8%
JIR
138
James Investment Research
Ohio
$870K +$187K +2,311 +28%
SCM
139
Sterling Capital Management
North Carolina
$865K +$123K +1,517 +17%
ACM
140
Aquatic Capital Management
Illinois
$850K -$840K -10,354 -50%
SG Americas Securities
141
SG Americas Securities
New York
$844K +$556K +6,859 +200%
HighTower Advisors
142
HighTower Advisors
Illinois
$837K +$323K +3,988 +64%
GVAG
143
Great Valley Advisor Group
Delaware
$837K
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$819K -$13.1K -162 -2%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$805K -$48.8K -602 -6%
VIP
146
Vista Investment Partners
Oklahoma
$803K -$1.14K -14 -0.1%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$776K -$329K -4,057 -30%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$772K -$16.2K -200 -2%
ET
149
Entropy Technologies
New York
$751K +$146K +1,799 +24%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$749K +$69.8K +861 +10%

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.