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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 %
GIM
451
Goelzer Investment Management
Indiana
$1.34M
LI
452
Lafayette Investments
Maryland
$1.33M +$132K +1,282 +11%
DC
453
Davenport & Co
Virginia
$1.31M -$150K -1,451 -10%
PS
454
Principal Securities
Iowa
$1.31M +$93 +1 +0%
WT
455
Whittier Trust
California
$1.31M -$24.9K -241 -2%
DA
456
Dash Acquisitions
California
$1.31M +$38.7K +399 +3%
NMIMC
457
Northwestern Mutual Investment Management Company
Wisconsin
$1.3M -$7.53K -73 -0.6%
Nomura Holdings
458
Nomura Holdings
Japan
$1.29M -$66.7K -646 -5%
IIM
459
Ironwood Investment Management
Massachusetts
$1.29M -$3.3K -32 -0.3%
DWM
460
Diversify Wealth Management
Utah
$1.27M +$153K +1,615 +14%
OIA
461
OneDigital Investment Advisors
Kansas
$1.27M +$7.95K +77 +0.6%
PCM
462
Parsons Capital Management
Rhode Island
$1.26M -$51.4K -498 -4%
CI Investments Inc
463
CI Investments Inc
Ontario, Canada
$1.23M +$117K +1,133 +10%
HFM
464
Hartford Financial Management
Connecticut
$1.23M -$9.7K -94 -0.8%
GT
465
Greenleaf Trust
Michigan
$1.22M +$139K +1,348 +13%
KRSITF
466
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.2M +$1.2M +11,607 New
CAM
467
Cresset Asset Management
Illinois
$1.2M -$506K -4,904 -30%
GAAM
468
Guinness Atkinson Asset Management
California
$1.2M +$41.8K +405 +4%
MLL
469
Moody Lynn & Lieberson
Massachusetts
$1.19M -$120K -1,163 -9%
RPC
470
Rossmore Private Capital
Connecticut
$1.17M -$37.2K -360 -3%
IMCOOI
471
Investment Management Corp of Ontario (IMCO)
Canada
$1.17M +$20.6K +200 +2%
BG
472
Bollard Group
Massachusetts
$1.17M +$2.48K +24 +0.2%
WC
473
Woodstock Corp
Massachusetts
$1.16M -$120K -1,158 -9%
PWP
474
Principle Wealth Partners
Connecticut
$1.16M -$5.16K -50 -0.4%
NRS
475
Neville Rodie & Shaw
New York
$1.15M -$41.3K -400 -3%