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Otter Tail

337 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, 118 increasing their positions, 108 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less call options, than puts

Call options by funds: $803K | Put options by funds: $885K

2% less funds holding

Funds holding: 343337 (-6)

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$803K
Puts
$885K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
151
Foster & Motley
Ohio
$739K
Capstone Investment Advisors
152
Capstone Investment Advisors
New York
$703K
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$699K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$699K
KAS
155
Kestra Advisory Services
Texas
$696K
AF
156
Alerus Financial
North Dakota
$688K
NP
157
NorthRock Partners
Minnesota
$678K
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$667K
QCM
159
Quantinno Capital Management
New York
$646K
MML Investors Services
160
MML Investors Services
Massachusetts
$638K
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$625K
SFG
162
SNS Financial Group
Minnesota
$611K
HSBC Holdings
163
HSBC Holdings
United Kingdom
$608K
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$575K
Amundi
165
Amundi
France
$573K
VEA
166
Virtus ETF Advisers
New York
$562K
RWM
167
RBA Wealth Management
California
$532K
BA
168
Bridgewater Associates
Connecticut
$525K
Fidelity Investments
169
Fidelity Investments
Massachusetts
$521K
Universal-Beteiligungs- und Servicegesellschaft
170
Universal-Beteiligungs- und Servicegesellschaft
Germany
$520K
EC
171
EntryPoint Capital
New York
$516K
II
172
Inspire Investing
Idaho
$516K
BF
173
BOK Financial
Oklahoma
$516K
CCM
174
Coldstream Capital Management
Washington
$506K
MSRPS
175
Maryland State Retirement & Pension System
Maryland
$494K