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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 %
GAM
401
Generali Asset Management
Italy
$1.84M +$161K +1,556 +10%
DP
402
Dearborn Partners
Illinois
$1.82M -$6.71K -65 -0.4%
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$1.79M
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.77M -$2.25M -24,323 -56%
ECM
405
Everence Capital Management
Indiana
$1.73M
ATC
406
Argent Trust Co
Tennessee
$1.72M +$135K +1,305 +8%
CG
407
Caprock Group
Idaho
$1.7M +$754K +7,310 +79%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$1.7M -$108K -1,047 -6%
IFU
409
iSAM Funds (UK)
United Kingdom
$1.69M +$624K +6,047 +59%
MFG
410
Merit Financial Group
Georgia
$1.69M +$574K +5,565 +52%
MGP
411
Metis Global Partners
California
$1.66M +$266K +2,577 +19%
SIRP
412
Shelter Insurance Retirement Plan
Missouri
$1.65M
TRCT
413
Tower Research Capital (TRC)
New York
$1.6M -$802K -7,771 -33%
ACM
414
Aquatic Capital Management
Illinois
$1.59M -$2.58M -25,045 -62%
TCM
415
Tufton Capital Management
Maryland
$1.59M -$23.8K -231 -1%
QIM
416
Quantitative Investment Management
Virginia
$1.58M +$1.58M +15,350 New
JWCA
417
J.W. Cole Advisors
Florida
$1.58M +$836K +8,097 +112%
PTC
418
Private Trust Company
Ohio
$1.57M +$92.5K +896 +6%
NRD
419
Nebula Research & Development
New York
$1.56M +$1.56M +15,089 New
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$1.56M -$42.8K -415 -3%
TCPG
421
Trivant Custom Portfolio Group
California
$1.55M -$21.4K -207 -1%
BPA
422
Beacon Pointe Advisors
California
$1.53M -$72.9K -706 -5%
ALMGDA
423
AG2R La Mondiale Gestion d'Actifs
France
$1.53M +$1.53M +16,021 New
QCM
424
Qsemble Capital Management
New York
$1.52M +$1.21M +11,758 +394%
HFM
425
Hartford Funds Management
Pennsylvania
$1.52M -$15.8K -153 -1%