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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
IAA
201
Independent Advisor Alliance
North Carolina
$340K
AIP
202
Ameritas Investment Partners
Nebraska
$336K
HI
203
Harbour Investments
Wisconsin
$333K
BB
204
Bell Bank
North Dakota
$328K
OAM
205
Oxford Asset Management
United Kingdom
$325K
SPIA
206
Steward Partners Investment Advisory
New York
$321K
CTA
207
Chesley Taft & Associates
Illinois
$296K
IFS
208
Ifrah Financial Services
Arkansas
$296K
AB
209
Atlas Brown
Kentucky
$281K
IFU
210
iSAM Funds (UK)
United Kingdom
$255K
LWA
211
Lifelong Wealth Advisors
Minnesota
$255K
CWM
212
Congress Wealth Management
Massachusetts
$249K
CGH
213
Crossmark Global Holdings
Texas
$249K
X
214
Xponance
Pennsylvania
$249K
HW
215
Hancock Whitney
Mississippi
$248K
CW
216
CreativeOne Wealth
Kansas
$240K
VI
217
Vestcor Inc
New Brunswick, Canada
$239K
GC
218
Guggenheim Capital
Illinois
$235K
JG
219
Jain Global
New York
$234K
Mitsubishi UFJ Trust & Banking
220
Mitsubishi UFJ Trust & Banking
Japan
$231K
FHA
221
Flagship Harbor Advisors
Massachusetts
$231K
Kovitz Investment Group Partners
222
Kovitz Investment Group Partners
Illinois
$228K
CIBC Asset Management
223
CIBC Asset Management
Ontario, Canada
$227K
WAAG
224
Wealth Alliance Advisory Group
Kansas
$223K
USAA
225
United Services Automobile Association
Texas
$223K