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Otis Worldwide

1,228 hedge funds and large institutions have $36B invested in Otis Worldwide in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 392 increasing their positions, 468 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+12
Holders Change %
+0.99%
% of All Funds
16.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
130
Increased
392
Reduced
468
Closed
96
Calls
$63.6M
Puts
$15.9M
Net Calls
+$47.6M
Net Calls Change
-$84.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
376
Securian Asset Management
Minnesota
$2.17M -$48.7K -472 -2%
TAM
377
Tocqueville Asset Management
New York
$2.16M -$119K -1,150 -5%
AV
378
ASR Vermogensbeheer
Netherlands
$2.16M +$2.16M +20,905 New
NB
379
Norinchukin Bank
Japan
$2.15M +$275K +2,667 +15%
LI
380
Louisbourg Investments
New Brunswick, Canada
$2.11M -$729K -8,273 -26%
DAS
381
DMKC Advisory Services
Iowa
$2.1M +$25.5K +247 +1%
HWM
382
HB Wealth Management
Georgia
$2.1M +$424K +4,106 +25%
SAM
383
Selway Asset Management
$2.09M +$20.6K +200 +1%
PAG
384
Private Advisor Group
New Jersey
$2.06M -$150K -1,455 -7%
SSB
385
Sandy Spring Bank
Maryland
$2.06M -$193K -1,866 -9%
IRAG
386
Investment Research & Advisory Group
Georgia
$2.05M +$309K +2,998 +18%
SCM
387
Sage Capital Management
New Jersey
$2M -$16.3K -158 -0.8%
NB
388
NBT Bank
New York
$1.99M -$73.9K -716 -4%
HNB
389
Huntington National Bank
Ohio
$1.98M -$79.3K -768 -4%
PA
390
Pinnacle Associates
New York
$1.98M +$105K +1,017 +6%
AAS
391
Avantax Advisory Services
Texas
$1.96M -$1.28M -12,446 -40%
EFS
392
Essex Financial Services
Connecticut
$1.95M +$47.3K +458 +2%
Envestnet Portfolio Solutions
393
Envestnet Portfolio Solutions
Illinois
$1.94M -$600K -5,810 -24%
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$1.93M -$41.3K -400 -2%
MSRPS
395
Maryland State Retirement & Pension System
Maryland
$1.93M -$274K -2,654 -12%
Allspring Global Investments
396
Allspring Global Investments
North Carolina
$1.92M -$7.7K -74 -0.4%
CL
397
Choreo LLC
Illinois
$1.91M +$91.2K +884 +5%
KAS
398
Kestra Advisory Services
Texas
$1.9M +$34.6K +335 +2%
WTC
399
WhitTier Trust Company
Nevada
$1.87M +$16.8K +163 +0.9%
Jones Financial Companies
400
Jones Financial Companies
Missouri
$1.86M +$951K +9,307 +105%