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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
FM
151
Foster & Motley
Ohio
$739K -$5.68K -70 -0.8%
Capstone Investment Advisors
152
Capstone Investment Advisors
New York
$703K +$395K +4,876 +132%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$699K -$462K -5,695 -40%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$699K -$287K -3,537 -29%
KAS
155
Kestra Advisory Services
Texas
$696K -$9.81K -121 -1%
AF
156
Alerus Financial
North Dakota
$688K +$79K +974 +13%
NP
157
NorthRock Partners
Minnesota
$678K -$973 -12 -0.1%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$667K
QCM
159
Quantinno Capital Management
New York
$646K +$175K +2,157 +38%
MML Investors Services
160
MML Investors Services
Massachusetts
$638K +$33.2K +409 +6%
Pictet Asset Management
161
Pictet Asset Management
Switzerland
$625K
SFG
162
SNS Financial Group
Minnesota
$611K
HSBC Holdings
163
HSBC Holdings
United Kingdom
$608K +$53.4K +659 +10%
Focus Partners Wealth
164
Focus Partners Wealth
Massachusetts
$575K -$83.2K -1,026 -13%
Amundi
165
Amundi
France
$573K +$27.8K +343 +5%
VEA
166
Virtus ETF Advisers
New York
$562K
RWM
167
RBA Wealth Management
California
$532K -$27.2K -336 -5%
BA
168
Bridgewater Associates
Connecticut
$525K +$520K +6,406 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$521K -$5.6K -69 -1%
Universal-Beteiligungs- und Servicegesellschaft
170
Universal-Beteiligungs- und Servicegesellschaft
Germany
$520K +$158K +1,954 +45%
EC
171
EntryPoint Capital
New York
$516K +$511K +6,300 New
II
172
Inspire Investing
Idaho
$516K +$511K +6,297 New
BF
173
BOK Financial
Oklahoma
$516K -$487 -6 -0.1%
CCM
174
Coldstream Capital Management
Washington
$506K -$1.62K -20 -0.3%
MSRPS
175
Maryland State Retirement & Pension System
Maryland
$494K -$510K -6,291 -51%

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.