We are live on ! Find out more
OTTR icon

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
Verition Fund Management
176
Verition Fund Management
Connecticut
$493K -$1.3M -16,071 -72%
Creative Planning
177
Creative Planning
Kansas
$489K +$2.92K +36 +0.6%
SEI Investments
178
SEI Investments
Pennsylvania
$479K
ICA
179
Infrastructure Capital Advisors
New York
$475K
DADC
180
D.A. Davidson & Co
Montana
$474K
CCM
181
Coldstream Capital Management
Washington
$473K -$25.4K -314 -5%
CG
182
Cynosure Group
Utah
$469K +$73.2K +903 +18%
Amundi
183
Amundi
France
$451K -$133K -1,644 -23%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$436K +$24.8K +306 +6%
NAAA
185
New Age Alpha Advisors
New York
$430K +$3.24K +40 +0.8%
BIG
186
Brooklyn Investment Group
New York
$429K +$421K +5,191 New
OCG
187
Opus Capital Group
Ohio
$426K
VA
188
Vident Advisory
Georgia
$422K -$33.3K -411 -7%
MWM
189
Modern Wealth Management
Kansas
$417K +$55K +679 +15%
HI
190
Hendershot Investments
Virginia
$404K
JCIA
191
Jackson Creek Investment Advisors
Colorado
$403K -$5.83K -72 -1%
VI
192
Vestcor Inc
New Brunswick, Canada
$402K +$162K +2,000 +67%
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$389K -$9.72K -120 -2%
BW
194
Bravera Wealth
North Dakota
$388K +$389K +4,799 New
Lido Advisors
195
Lido Advisors
California
$387K +$10.4K +128 +3%
MOACM
196
Mutual of America Capital Management
New York
$387K +$7.78K +96 +2%
AIA
197
Alternative Investment Advisors
Florida
$383K +$2.35K +29 +0.6%
PAG
198
Private Advisor Group
New Jersey
$382K +$729 +9 +0.2%
B
199
Bayban
Minnesota
$377K +$378K +4,669 New
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$372K