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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 %
CCM
476
Copeland Capital Management
Pennsylvania
$1.15M -$113K -1,094 -9%
IA
477
IFP Advisors
Florida
$1.14M +$968K +9,382 +560%
Lazard Asset Management
478
Lazard Asset Management
New York
$1.14M -$148K -1,435 -12%
SCA
479
Snowden Capital Advisors
New York
$1.13M -$40K -388 -3%
WSFS
480
Wilmington Savings Fund Society
Delaware
$1.13M -$241K -2,331 -18%
Kovitz Investment Group Partners
481
Kovitz Investment Group Partners
Illinois
$1.12M +$7.02K +68 +0.6%
IIM
482
INTECH Investment Management
Florida
$1.11M -$553K -5,357 -33%
DDC
483
DF Dent & Co
Maryland
$1.1M +$230K +2,232 +26%
MAS
484
Meeder Advisory Services
Ohio
$1.08M +$173K +1,675 +19%
BIM
485
Bridges Investment Management
Nebraska
$1.07M -$80.5K -780 -7%
PCM
486
Penserra Capital Management
California
$1.07M +$769K +7,464 +259%
LA
487
LBP AM
France
$1.06M
TMAM
488
Tokio Marine Asset Management
Japan
$1.06M +$30.1K +292 +3%
SCTC
489
Sanibel Captiva Trust Company
Florida
$1.05M -$135K -1,306 -11%
AC
490
Allstate Corporation
Illinois
$1.03M -$238K -2,309 -19%
AFCM
491
Applied Finance Capital Management
Puerto Rico
$1.03M +$31.1K +301 +3%
HAG
492
HighPoint Advisor Group
Illinois
$1.03M -$17.6K -185 -2%
SFA
493
Sequoia Financial Advisors
Ohio
$1.03M +$74.2K +719 +8%
BCWM
494
Bartlett & Co Wealth Management
Ohio
$1.02M -$68.5K -664 -6%
Lido Advisors
495
Lido Advisors
California
$1.02M +$195K +1,887 +24%
EI
496
Ellevest Inc
New York
$1.01M -$49.1K -476 -5%
BC
497
Burney Company
Virginia
$1.01M -$17.4K -169 -2%
TCOT
498
Trust Company of Toledo
Ohio
$1M -$11.6K -112 -1%
CWM
499
Compass Wealth Management
Connecticut
$997K
CA
500
Clearstead Advisors
Ohio
$991K -$7.53K -73 -0.8%