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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 %
SIA
526
Sit Investment Associates
Minnesota
$868K
OC
527
Oppenheimer & Co
New York
$857K -$144K -1,396 -14%
TC
528
TownSquare Capital
Utah
$856K +$131K +1,272 +18%
AAM
529
Advisors Asset Management
Colorado
$852K -$50.4K -488 -6%
DBIA
530
Dumont & Blake Investment Advisors
New Jersey
$838K +$4.13K +40 +0.5%
LDB
531
Lee, Danner & Bass
Tennessee
$824K
GI
532
GAMMA Investing
California
$821K +$130K +1,260 +19%
TWC
533
TD Waterhouse Canada
Ontario, Canada
$819K +$342K +3,284 +72%
AWM
534
Apollon Wealth Management
South Carolina
$817K -$37.4K -362 -4%
KPWS
535
Kestra Private Wealth Services
Texas
$814K -$130K -1,257 -14%
VI
536
Vestcor Inc
New Brunswick, Canada
$814K +$1.76K +17 +0.2%
MHIC
537
Marble Harbor Investment Counsel
Massachusetts
$802K -$36.1K -350 -4%
BCV
538
Banque Cantonale Vaudoise
Switzerland
$790K +$790K +7,657 New
SIC
539
Salem Investment Counselors
North Carolina
$789K -$132K -1,277 -14%
TPCW
540
TD Private Client Wealth
New York
$786K +$22.7K +220 +3%
PTCG
541
Pring Turner Capital Group
California
$782K
CWP
542
Curated Wealth Partners
California
$775K +$6.5K +63 +0.8%
EB
543
Eastern Bank
Massachusetts
$774K
HI
544
Horizon Investments
North Carolina
$773K +$23.2K +225 +3%
EWA
545
EP Wealth Advisors
California
$766K +$81.9K +794 +12%
GT
546
Glenview Trust
Kentucky
$765K -$101K -979 -12%
SOW
547
State of Wyoming
Wyoming
$764K +$562K +5,450 +279%
FCM
548
Fire Capital Management
California
$758K
DT
549
Diversified Trust
Tennessee
$752K +$46.3K +449 +7%
CFG
550
Cooper Financial Group
California
$751K +$68.7K +666 +10%