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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
Creative Planning
176
Creative Planning
Kansas
$493K
SEI Investments
177
SEI Investments
Pennsylvania
$486K
DADC
178
D.A. Davidson & Co
Montana
$481K
Jones Financial Companies
179
Jones Financial Companies
Missouri
$473K
IFU
180
iSAM Funds (UK)
United Kingdom
$467K
VA
181
Vident Advisory
Georgia
$461K
ICA
182
Infrastructure Capital Advisors
New York
$454K
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$443K
NAAA
184
New Age Alpha Advisors
New York
$433K
OCG
185
Opus Capital Group
Ohio
$432K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$417K
XT
187
XTX Topco
Cayman Islands
$416K
JCIA
188
Jackson Creek Investment Advisors
Colorado
$415K
Ensign Peak Advisors
189
Ensign Peak Advisors
Utah
$415K
HI
190
Hendershot Investments
Virginia
$410K
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$405K
VBFP
192
Valtinson Bruner Financial Planning
Minnesota
$405K
CG
193
Cynosure Group
Utah
$402K
PAG
194
Private Advisor Group
New Jersey
$387K
GC
195
Guggenheim Capital
Illinois
$387K
MOACM
196
Mutual of America Capital Management
New York
$385K
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$378K
Lido Advisors
198
Lido Advisors
California
$378K
QCG
199
Quadrant Capital Group
Ohio
$373K
MWM
200
Modern Wealth Management
Kansas
$368K