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Otter Tail

354 hedge funds and large institutions have $2.29B invested in Otter Tail in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 34

3% more funds holding

Funds holding: 343354 (+11)

1% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 119

0.32% more ownership

Funds ownership: 67.28%67.6% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.29B (-$21.1M)

44% less call options, than puts

Call options by funds: $453K | Put options by funds: $808K

Holders
354
Holders Change
+11
Holders Change %
+3.21%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
120
Reduced
119
Closed
34
Calls
$453K
Puts
$808K
Net Calls
-$355K
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$775K +$13.7K +169 +2%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$753K -$12.2K -151 -2%
AF
153
Alerus Financial
North Dakota
$730K +$51K +630 +8%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$682K -$111K -1,373 -14%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$681K -$7.45K -92 -1%
KAS
156
Kestra Advisory Services
Texas
$681K -$5.27K -65 -0.8%
CRC
157
Curi RMB Capital
Illinois
$675K +$676K +8,350 New
MML Investors Services
158
MML Investors Services
Massachusetts
$673K +$44.5K +549 +7%
NP
159
NorthRock Partners
Minnesota
$666K -$2.83K -35 -0.4%
FM
160
Foster & Motley
Ohio
$653K -$75.3K -930 -10%
QT
161
Quantbot Technologies
New York
$646K -$1.23M -15,197 -66%
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$642K -$16.2K -200 -2%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$633K +$120K +1,480 +23%
SFG
164
SNS Financial Group
Minnesota
$603K
VEA
165
Virtus ETF Advisers
New York
$554K
JWM
166
Johnson Wealth Management
North Dakota
$544K +$545K +6,727 New
EGM
167
Engineers Gate Manager
New York
$543K +$544K +6,716 New
GAM
168
Gotham Asset Management
New York
$541K +$542K +6,689 New
Jones Financial Companies
169
Jones Financial Companies
Missouri
$536K +$72.7K +898 +16%
ET
170
Entropy Technologies
New York
$531K -$210K -2,590 -28%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$523K -$94.3K -1,164 -15%
BF
172
BOK Financial
Oklahoma
$506K -$2.11K -26 -0.4%
JG
173
Jain Global
New York
$502K +$503K +6,210 New
RWM
174
RBA Wealth Management
California
$499K -$25.2K -311 -5%
MSRPS
175
Maryland State Retirement & Pension System
Maryland
$494K +$6.97K +86 +1%