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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
BlackRock
1
BlackRock
New York
$496M -$19.8M -253,140 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$396M -$2.38M -30,423 -0.6%
State Street
3
State Street
Massachusetts
$121M -$2.46M -31,473 -2%
First Trust Advisors
4
First Trust Advisors
Illinois
$95.9M -$836K -10,713 -0.9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$77.9M -$1.16M -14,852 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$68.2M -$2.15M -27,562 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.5M +$12.3M +157,652 +39%
Charles Schwab
8
Charles Schwab
California
$41.2M -$1.33M -17,010 -3%
Millennium Management
9
Millennium Management
New York
$36.7M +$13M +166,375 +54%
GF
10
Gabelli Funds
New York
$36.2M -$85.9K -1,100 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$33.2M +$2.45M +31,398 +8%
Bank of America
12
Bank of America
North Carolina
$31.5M +$7.67M +98,243 +32%
Northern Trust
13
Northern Trust
Illinois
$31.5M -$6.8M -87,077 -18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29.6M -$617K -7,898 -2%
JP Morgan Chase
15
JP Morgan Chase
New York
$26.3M +$4.51M +57,751 +20%
GI
16
GAMCO Investors
Connecticut
$21.1M +$15.6K +200 +0.1%
Invesco
17
Invesco
Georgia
$19.6M -$5.13M -65,700 -21%
Citadel Advisors
18
Citadel Advisors
Florida
$18.2M +$4.52M +57,873 +32%
Principal Financial Group
19
Principal Financial Group
Iowa
$16M -$1.87M -24,006 -10%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$14.3M -$2.73M -35,000 -16%
Goldman Sachs
21
Goldman Sachs
New York
$14M -$3.84M -49,229 -21%
Federated Hermes
22
Federated Hermes
Pennsylvania
$13.2M -$774K -9,914 -5%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$12.7M +$4.98M +63,850 +63%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$11.9M +$4.28M +54,772 +55%
N
25
Nuveen
North Carolina
$11.9M -$770K -9,862 -6%

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.