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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
BlackRock
1
BlackRock
New York
$521M -$5.44M -67,085 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M -$3.79M -46,733 -0.9%
State Street
3
State Street
Massachusetts
$128M -$533K -6,572 -0.4%
First Trust Advisors
4
First Trust Advisors
Illinois
$120M +$17.9M +221,039 +18%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.2M +$364K +4,485 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$70.4M -$2.07M -25,490 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$49.6M +$21.4M +264,009 +77%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$45.6M -$658K -8,111 -1%
Charles Schwab
9
Charles Schwab
California
$44.4M +$578K +7,129 +1%
Morgan Stanley
10
Morgan Stanley
New York
$43.6M +$8.17M +100,794 +23%
GF
11
Gabelli Funds
New York
$38.5M -$40.5K -500 -0.1%
Northern Trust
12
Northern Trust
Illinois
$36.3M +$2.83M +34,891 +9%
Bank of America
13
Bank of America
North Carolina
$30.9M -$2.59M -31,930 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$30.4M -$1.07M -13,181 -3%
Goldman Sachs
15
Goldman Sachs
New York
$26.5M +$11.4M +140,954 +78%
GI
16
GAMCO Investors
Connecticut
$22.3M -$84.5K -1,042 -0.4%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$21.3M +$7.73M +95,286 +58%
Invesco
18
Invesco
Georgia
$19.4M -$1.42M -17,561 -7%
Principal Financial Group
19
Principal Financial Group
Iowa
$16.6M -$440K -5,427 -3%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.9M +$3.18M +39,226 +27%
LSV Asset Management
21
LSV Asset Management
Illinois
$13.9M +$8.87M +109,372 +183%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$13.6M +$2.16M +26,602 +19%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$13.5M -$1.62M -20,000 -11%
Federated Hermes
24
Federated Hermes
Pennsylvania
$13.2M -$838K -10,330 -6%
N
25
Nuveen
North Carolina
$12.6M -$77.2K -952 -0.6%

OTTR Hedge Fund Activity: Q3 2025 in Review

343 of the 7,619 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.