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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
MWM
201
Modern Wealth Management
Kansas
$368K +$81 +1 +0%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$367K
FTWA
203
Fifth Third Wealth Advisors
Ohio
$365K
YIH
204
Y-Intercept (HK)
Hong Kong
$358K +$354K +4,371 New
AI
205
Accredited Investors
Minnesota
$357K +$2.19K +27 +0.6%
HI
206
Harbour Investments
Wisconsin
$352K +$2.19K +27 +0.6%
IAA
207
Independent Advisor Alliance
North Carolina
$349K +$1.62K +20 +0.5%
WFL
208
Wealth Forward LLC
North Dakota
$347K
SAM
209
Secure Asset Management
Michigan
$342K
CBU
210
CIBC Bancorp USA
Illinois
$337K +$333K +4,111 New
BB
211
Bell Bank
North Dakota
$335K
SC
212
Savant Capital
Illinois
$321K +$16.8K +207 +6%
FCBT
213
First Citizens Bank & Trust
North Carolina
$312K -$20.7K -255 -6%
SPIA
214
Steward Partners Investment Advisory
New York
$311K -$16.2K -200 -5%
CTA
215
Chesley Taft & Associates
Illinois
$302K
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$300K -$20.7K -255 -7%
IFS
217
Ifrah Financial Services
Arkansas
$298K -$3.89K -48 -1%
AB
218
Atlas Brown
Kentucky
$286K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$281K +$37.8K +466 +16%
Stifel Financial
220
Stifel Financial
Missouri
$277K -$48.6K -599 -15%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$276K +$273K +3,366 New
ONB
222
Old National Bancorp
Indiana
$269K
AIP
223
Ameritas Investment Partners
Nebraska
$264K -$58K -715 -18%
LWA
224
Lifelong Wealth Advisors
Minnesota
$259K
MFG
225
Mann Financial Group
Minnesota
$256K +$254K +3,129 New

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.