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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

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
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
$453K
Puts
$808K
Net Calls
Net Calls Change

Top Buyers

1 +$29.8M
2 +$14.5M
3 +$10.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$10M
5
Jane Street
Jane Street
New York
+$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
201
Evolve Private Wealth
California
$371K
QCG
202
Quadrant Capital Group
Ohio
$367K
FTWA
203
Fifth Third Wealth Advisors
Ohio
$360K
DTL
204
Dynamic Technology Lab
Singapore
$356K
AI
205
Accredited Investors
Minnesota
$354K
HI
206
Harbour Investments
Wisconsin
$348K
SAM
207
Secure Asset Management
Michigan
$343K
WFL
208
Wealth Forward LLC
North Dakota
$342K
IAA
209
Independent Advisor Alliance
North Carolina
$342K
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$334K
GCA
211
Greenwood Capital Associates
South Carolina
$333K
JF
212
Jump Financial
Illinois
$333K
BB
213
Bell Bank
North Dakota
$330K
EWM
214
Empirical Wealth Management
Washington
$328K
SLAM
215
Swiss Life Asset Management
$311K
GC
216
Guggenheim Capital
Illinois
$310K
SPIA
217
Steward Partners Investment Advisory
New York
$306K
FCBT
218
First Citizens Bank & Trust
North Carolina
$305K
CTA
219
Chesley Taft & Associates
Illinois
$297K
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$293K
PA
221
Profund Advisors
Maryland
$291K
Russell Investments Group
222
Russell Investments Group
United Kingdom
$291K
IFS
223
Ifrah Financial Services
Arkansas
$289K
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$285K
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$285K