OTTR icon

Otter Tail

340 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, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 343340 (-3)

9% less call options, than puts

Call options by funds: $803K | Put options by funds: $885K

Holders
340
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
$803K
Puts
$885K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Modern Wealth Management
Kansas
$368K
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
AI
205
Accredited Investors
Minnesota
$357K
HI
206
Harbour Investments
Wisconsin
$352K
IAA
207
Independent Advisor Alliance
North Carolina
$349K
WFL
208
Wealth Forward LLC
North Dakota
$347K
SAM
209
Secure Asset Management
Michigan
$342K
CBU
210
CIBC Bancorp USA
Illinois
$337K
BB
211
Bell Bank
North Dakota
$335K
SC
212
Savant Capital
Illinois
$324K
FCBT
213
First Citizens Bank & Trust
North Carolina
$312K
SPIA
214
Steward Partners Investment Advisory
New York
$311K
CTA
215
Chesley Taft & Associates
Illinois
$302K
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$300K
IFS
217
Ifrah Financial Services
Arkansas
$298K
AB
218
Atlas Brown
Kentucky
$286K
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$281K
Stifel Financial
220
Stifel Financial
Missouri
$277K
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$276K
ONB
222
Old National Bancorp
Indiana
$269K
AIP
223
Ameritas Investment Partners
Nebraska
$264K
LWA
224
Lifelong Wealth Advisors
Minnesota
$259K
MFG
225
Mann Financial Group
Minnesota
$256K