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Otter Tail

345 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 108 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $825K | Put options by funds: $501K

45% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 31

4% more funds holding

Funds holding: 333345 (+12)

0.2% more ownership

Funds ownership: 65.55%65.74% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$74.8M)

16% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 129

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
108
Reduced
129
Closed
31
Calls
$825K
Puts
$501K
Net Calls
+$324K
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
201
Independent Advisor Alliance
North Carolina
$326K
GC
202
Guggenheim Capital
Illinois
$323K +$98.6K +1,263 +43%
BB
203
Bell Bank
North Dakota
$315K
JF
204
Jump Financial
Illinois
$314K +$318K +4,070 New
FCBT
205
First Citizens Bank & Trust
North Carolina
$313K +$317K +4,058 New
TRCT
206
Tower Research Capital (TRC)
New York
$309K +$269K +3,440 +605%
SPIA
207
Steward Partners Investment Advisory
New York
$308K
Stifel Financial
208
Stifel Financial
Missouri
$306K -$28K -359 -8%
AIP
209
Ameritas Investment Partners
Nebraska
$304K -$19.4K -248 -6%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$302K +$305K +3,913 New
CC
211
Centiva Capital
New York
$296K +$300K +3,839 New
ACM
212
Aster Capital Management
United Arab Emirates
$294K -$483K -6,183 -62%
Lido Advisors
213
Lido Advisors
California
$287K +$290K +3,718 New
SC
214
Savant Capital
Illinois
$286K -$77.3K -990 -21%
Capstone Investment Advisors
215
Capstone Investment Advisors
New York
$285K +$289K +3,698 New
IFS
216
Ifrah Financial Services
Arkansas
$284K +$703 +9 +0.2%
CTA
217
Chesley Taft & Associates
Illinois
$284K
EGM
218
Engineers Gate Manager
New York
$280K -$234K -2,996 -45%
AIM
219
Aigen Investment Management
New York
$276K -$200K -2,556 -42%
JG
220
Jain Global
New York
$271K +$46.7K +598 +21%
AB
221
Atlas Brown
Kentucky
$269K
SG Americas Securities
222
SG Americas Securities
New York
$265K +$268K +3,432 New
ONB
223
Old National Bancorp
Indiana
$253K +$256K +3,285 New
FC
224
Farringdon Capital
United Kingdom
$245K +$248K +3,178 New
LWA
225
Lifelong Wealth Advisors
Minnesota
$244K -$781 -10 -0.3%

OTTR Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2025, worth a combined $2.13B — down 3.4% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OTTR positions and 31 closed out — a net gain of 14 holders — while 108 added to existing stakes and 129 trimmed.

The largest buyer was Millennium Management, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $19.8M.

  • 345 institutional investors held Otter Tail (OTTR) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.13B of Otter Tail stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 45 funds opened new Otter Tail positions in Q2 2025 and 31 closed out, a net change of +14 holders.
  • The largest Otter Tail buyer in Q2 2025 was Millennium Management, an estimated $13M added.
  • The largest Otter Tail seller in Q2 2025 was BlackRock, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2025.