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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
EPW
201
Evolve Private Wealth
California
$371K +$372K +4,597 New
QCG
202
Quadrant Capital Group
Ohio
$367K -$972 -12 -0.3%
FTWA
203
Fifth Third Wealth Advisors
Ohio
$360K +$324 +4 +0.1%
DTL
204
Dynamic Technology Lab
Singapore
$356K -$745K -9,191 -68%
AI
205
Accredited Investors
Minnesota
$354K +$2.27K +28 +0.6%
HI
206
Harbour Investments
Wisconsin
$348K +$729 +9 +0.2%
SAM
207
Secure Asset Management
Michigan
$343K
WFL
208
Wealth Forward LLC
North Dakota
$342K
IAA
209
Independent Advisor Alliance
North Carolina
$342K -$1.54K -19 -0.4%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$334K -$28.4K -350 -8%
GCA
211
Greenwood Capital Associates
South Carolina
$333K +$334K +4,120 New
JF
212
Jump Financial
Illinois
$333K -$922K -11,385 -73%
BB
213
Bell Bank
North Dakota
$330K
EWM
214
Empirical Wealth Management
Washington
$328K +$329K +4,055 New
SLAM
215
Swiss Life Asset Management
$311K +$311K +3,844 New
GC
216
Guggenheim Capital
Illinois
$310K -$71.6K -884 -19%
SPIA
217
Steward Partners Investment Advisory
New York
$306K
FCBT
218
First Citizens Bank & Trust
North Carolina
$305K -$2.75K -34 -0.9%
CTA
219
Chesley Taft & Associates
Illinois
$297K
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$293K -$2.35K -29 -0.8%
PA
221
Profund Advisors
Maryland
$291K +$292K +3,600 New
Russell Investments Group
222
Russell Investments Group
United Kingdom
$291K -$1.07M -13,260 -79%
IFS
223
Ifrah Financial Services
Arkansas
$289K -$4.7K -58 -2%
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$285K +$52.7K +651 +23%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$285K +$7.86K +97 +3%