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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 %
KWM
551
Kingsview Wealth Management
Oregon
$746K -$42.4K -411 -5%
AAM
552
AR Asset Management
California
$743K
RBC
553
Romano Brothers & Co
Illinois
$739K -$9.08K -88 -1%
WPC
554
Wedmont Private Capital
Pennsylvania
$738K +$117K +1,206 +19%
WAM
555
Werlinich Asset Management
Connecticut
$738K
CFMC
556
Curbstone Financial Management Corp
New Hampshire
$738K +$41.3K +400 +6%
WS
557
Wedbush Securities
California
$737K +$74.2K +719 +11%
PP
558
Prudential plc
United Kingdom
$734K -$656K -6,359 -47%
QCG
559
Quadrant Capital Group
Ohio
$728K +$317K +3,075 +77%
MSA
560
MUFG Securities Americas
New York
$724K +$116K +1,121 +19%
IWC
561
Integrated Wealth Concepts
Massachusetts
$722K +$6.5K +63 +0.9%
OL
562
Optas LLC
Texas
$718K +$110K +1,070 +18%
DWT
563
Dorsey & Whitney Trust
South Dakota
$717K
GC
564
Guggenheim Capital
Illinois
$709K -$354K -3,433 -33%
MFIM
565
Mesirow Financial Investment Management
Illinois
$705K +$36.2K +351 +5%
RCAG
566
Rehmann Capital Advisory Group
Michigan
$704K +$38.7K +375 +6%
NP
567
NorthRock Partners
Minnesota
$695K +$44.7K +433 +7%
IGGA
568
Iron Gate Global Advisors
Utah
$694K -$2.17K -21 -0.3%
WA
569
Waterford Advisors
New York
$690K
WJWM
570
Williams Jones Wealth Management
New York
$690K -$14.1K -137 -2%
IIA
571
ICW Investment Advisors
Arizona
$681K +$8.05K +78 +1%
CIA
572
Concurrent Investment Advisors
Florida
$679K +$304K +2,942 +81%
OAM
573
Ostrum Asset Management
France
$676K -$18K -174 -3%
LFG
574
Larson Financial Group
Missouri
$672K -$26.4K -256 -4%
NONA
575
Ninety One North America
New York
$670K -$107K -1,035 -14%