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Otter Tail

340 hedge funds and large institutions have $2.12B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+9
Holders Change %
+2.72%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
105
Reduced
128
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Shares
Change %
NAAA
176
New Age Alpha Advisors
New York
$419K +$8.79K +114 +2%
MOACM
177
Mutual of America Capital Management
New York
$415K -$54.6K -708 -12%
OCG
178
Opus Capital Group
Ohio
$406K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$388K +$2K +26 +0.5%
HI
180
Hendershot Investments
Virginia
$385K
VBFP
181
Valtinson Bruner Financial Planning
Minnesota
$381K
CG
182
Cynosure Group
Utah
$378K +$46.2K +599 +14%
CWM
183
CIBC World Markets
New York
$366K -$341K -4,428 -48%
PAG
184
Private Advisor Group
New Jersey
$364K +$694 +9 +0.2%
AIA
185
Alternative Investment Advisors
Florida
$361K +$2.31K +30 +0.6%
OQS
186
Occudo Quantitative Strategies
Florida
$360K +$360K +4,675 New
BHCM
187
Brevan Howard Capital Management
Jersey
$357K +$357K +4,630 New
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$355K
QCG
189
Quadrant Capital Group
Ohio
$350K -$9.71K -126 -3%
MWM
190
Modern Wealth Management
Kansas
$346K +$77 +1 +0%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$345K -$15.9K -207 -4%
FTWA
192
Fifth Third Wealth Advisors
Ohio
$344K -$10.1K -131 -3%
Universal-Beteiligungs- und Servicegesellschaft
193
Universal-Beteiligungs- und Servicegesellschaft
Germany
$338K
Point72 Asset Management
194
Point72 Asset Management
Connecticut
$336K +$336K +4,358 New
AI
195
Accredited Investors
Minnesota
$333K +$1.08K +14 +0.3%
HI
196
Harbour Investments
Wisconsin
$329K +$9.79K +127 +3%
SAM
197
Secure Asset Management
Michigan
$327K
WFL
198
Wealth Forward LLC
North Dakota
$327K
IAA
199
Independent Advisor Alliance
North Carolina
$326K
GC
200
Guggenheim Capital
Illinois
$323K +$97.4K +1,263 +43%