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Otter Tail

332 hedge funds and large institutions have $2.21B invested in Otter Tail in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 113 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 65.7%65.61% (-0.1%)

2% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 113

Holders
332
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
$1.08M
Puts
$1.07M
Net Calls
Net Calls Change

Top Buyers

1 +$46M
2 +$17.7M
3 +$14.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.59M
5
Bank of America
Bank of America
North Carolina
+$6.81M

Top Sellers

1 -$24M
2 -$13M
3 -$10.7M
4
Morgan Stanley
Morgan Stanley
New York
-$9.02M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$450K
Jones Financial Companies
177
Jones Financial Companies
Missouri
$449K
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$442K
NAAA
179
New Age Alpha Advisors
New York
$427K
OCG
180
Opus Capital Group
Ohio
$423K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$403K
HI
182
Hendershot Investments
Virginia
$402K
VBFP
183
Valtinson Bruner Financial Planning
Minnesota
$397K
SC
184
Savant Capital
Illinois
$380K
PAG
185
Private Advisor Group
New Jersey
$378K
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$377K
QCG
187
Quadrant Capital Group
Ohio
$375K
Baird Financial Group
188
Baird Financial Group
Wisconsin
$374K
AIA
189
Alternative Investment Advisors
Florida
$374K
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$373K
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$370K
FTWA
192
Fifth Third Wealth Advisors
Ohio
$369K
QCM
193
Quantinno Capital Management
New York
$364K
MWM
194
Modern Wealth Management
Kansas
$360K
Universal-Beteiligungs- und Servicegesellschaft
195
Universal-Beteiligungs- und Servicegesellschaft
Germany
$353K
Stifel Financial
196
Stifel Financial
Missouri
$348K
AI
197
Accredited Investors
Minnesota
$346K
CG
198
Cynosure Group
Utah
$346K
SAM
199
Secure Asset Management
Michigan
$341K
WFL
200
Wealth Forward LLC
North Dakota
$341K