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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
Creative Planning
176
Creative Planning
Kansas
$493K -$79.6K -981 -14%
SEI Investments
177
SEI Investments
Pennsylvania
$486K -$63.7K -785 -12%
DADC
178
D.A. Davidson & Co
Montana
$481K -$41.8K -515 -8%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$473K -$17.9K -221 -4%
IFU
180
iSAM Funds (UK)
United Kingdom
$467K +$243 +3 +0.1%
VA
181
Vident Advisory
Georgia
$461K -$158K -1,948 -26%
ICA
182
Infrastructure Capital Advisors
New York
$454K +$477K +5,884 New
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$443K -$104K -1,285 -19%
NAAA
184
New Age Alpha Advisors
New York
$433K -$11.9K -147 -3%
OCG
185
Opus Capital Group
Ohio
$432K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$417K +$4.05K +50 +1%
XT
187
XTX Topco
Cayman Islands
$416K -$446K -5,497 -52%
JCIA
188
Jackson Creek Investment Advisors
Colorado
$415K +$410K +5,061 New
Ensign Peak Advisors
189
Ensign Peak Advisors
Utah
$415K -$446K -5,500 -52%
HI
190
Hendershot Investments
Virginia
$410K
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$405K -$63.7K -785 -14%
VBFP
192
Valtinson Bruner Financial Planning
Minnesota
$405K
CG
193
Cynosure Group
Utah
$402K
PAG
194
Private Advisor Group
New Jersey
$387K +$243 +3 +0.1%
GC
195
Guggenheim Capital
Illinois
$387K +$42.7K +527 +13%
AIA
196
Alternative Investment Advisors
Florida
$386K +$2.27K +28 +0.6%
MOACM
197
Mutual of America Capital Management
New York
$385K -$55.9K -689 -13%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$378K
Lido Advisors
199
Lido Advisors
California
$378K +$72.3K +891 +24%
QCG
200
Quadrant Capital Group
Ohio
$373K +$1.3K +16 +0.4%

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.