We are live on ! Find out more
OTTR icon

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
Focus Partners Wealth
151
Focus Partners Wealth
Massachusetts
$620K +$859 +11 +0.1%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$588K -$156 -2 -0%
VA
153
Vident Advisory
Georgia
$584K -$57.7K -739 -9%
SFG
154
SNS Financial Group
Minnesota
$575K
AF
155
Alerus Financial
North Dakota
$572K +$580K +7,424 New
MML Investors Services
156
MML Investors Services
Massachusetts
$568K +$14.5K +186 +3%
ET
157
Entropy Technologies
New York
$567K -$140K -1,792 -20%
AAS
158
Avantax Advisory Services
Texas
$557K +$20.6K +264 +4%
Amundi
159
Amundi
France
$547K +$538K +6,887 New
Creative Planning
160
Creative Planning
Kansas
$539K -$143K -1,828 -21%
VEA
161
Virtus ETF Advisers
New York
$528K -$642K -8,230 -55%
RWM
162
RBA Wealth Management
California
$526K -$21.3K -273 -4%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$525K +$62K +794 +13%
SEI Investments
164
SEI Investments
Pennsylvania
$517K -$54.3K -696 -9%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$516K +$2.03K +26 +0.4%
Holocene Advisors
166
Holocene Advisors
New York
$509K -$1.09M -14,014 -68%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$495K +$5.15K +66 +1%
DADC
168
D.A. Davidson & Co
Montana
$492K +$17.4K +223 +4%
BF
169
BOK Financial
Oklahoma
$486K +$14.8K +189 +3%
HighTower Advisors
170
HighTower Advisors
Illinois
$479K +$48.4K +620 +11%
CCM
171
Coldstream Capital Management
Washington
$477K -$34.8K -446 -7%
CWM
172
Congress Wealth Management
Massachusetts
$473K +$236K +3,026 +97%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$468K +$30.8K +395 +7%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$441K +$17.2K +220 +4%
QCM
175
Quantinno Capital Management
New York
$441K +$92.9K +1,190 +26%

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.