We are live on ! Find out more
OTTR icon

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
BlackRock
1
BlackRock
New York
$516M +$2.43M +29,953 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$409M -$2.96M -36,597 -0.7%
State Street
3
State Street
Massachusetts
$126M -$319K -3,933 -0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$82.4M +$337K +4,164 +0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$68.8M -$671K -8,288 -1%
First Trust Advisors
6
First Trust Advisors
Illinois
$65.5M -$53M -653,975 -45%
Morgan Stanley
7
Morgan Stanley
New York
$45.4M +$2.48M +30,599 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
8
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$44.8M -$91.5K -1,129 -0.2%
LSV Asset Management
9
LSV Asset Management
Illinois
$43.4M +$29.8M +367,869 +218%
Charles Schwab
10
Charles Schwab
California
$43M -$710K -8,766 -2%
GF
11
Gabelli Funds
New York
$37.9M
JP Morgan Chase
12
JP Morgan Chase
New York
$33.9M -$15.1M -186,576 -31%
Northern Trust
13
Northern Trust
Illinois
$33.5M -$2.28M -28,086 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29M -$1.03M -12,712 -3%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$27.8M +$14.5M +179,149 +109%
Goldman Sachs
16
Goldman Sachs
New York
$26.6M +$519K +6,407 +2%
Bank of America
17
Bank of America
North Carolina
$26.3M -$4.22M -52,107 -14%
GI
18
GAMCO Investors
Connecticut
$22M
Two Sigma Investments
19
Two Sigma Investments
New York
$22M +$10.9M +134,029 +97%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$20.1M -$954K -11,773 -5%
Invesco
21
Invesco
Georgia
$18.7M -$443K -5,468 -2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$16.6M +$3.58M +44,150 +27%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$16.3M +$2.82M +34,751 +21%
Principal Financial Group
24
Principal Financial Group
Iowa
$16.1M -$203K -2,505 -1%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.7M +$959K +11,833 +6%