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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 %
BP
601
Ballentine Partners
Massachusetts
$594K +$22.1K +214 +4%
ARMT
602
Amica Retiree Medical Trust
Rhode Island
$594K -$293K -2,842 -33%
HIC
603
Holderness Investments Company
North Carolina
$594K +$3.3K +32 +0.6%
GPA
604
Garrison Point Advisors
California
$593K
SB
605
Simmons Bank
Arkansas
$588K -$28.5K -276 -5%
QI
606
Qtron Investments
Massachusetts
$586K
RI
607
Ridgewood Investments
New Jersey
$585K +$55.9K +542 +11%
ISL
608
Ingalls & Snyder LLC
New York
$575K
PCIA
609
Prime Capital Investment Advisors
Kansas
$573K +$65.2K +632 +13%
SG
610
StoneX Group
New York
$570K -$13.4K -130 -2%
P
611
&Partners
Tennessee
$568K -$89.8K -879 -14%
WDA
612
Wendell David Associates
New Hampshire
$567K
BSA
613
Bull Street Advisors
Georgia
$565K -$16.7K -162 -3%
MGIA
614
Moneta Group Investment Advisors
Missouri
$558K -$121K -1,174 -18%
AWA
615
Aaron Wealth Advisors
Illinois
$555K +$185K +1,792 +50%
MAMG
616
Milestone Asset Management Group
Connecticut
$552K +$516 +5 +0.1%
BT
617
Banque Transatlantique
France
$551K -$46.7K -453 -8%
TI
618
Trexquant Investment
Connecticut
$551K +$551K +5,335 New
EAM
619
Eventide Asset Management
Massachusetts
$549K +$549K +5,377 New
FCH
620
Freestone Capital Holdings
Washington
$548K +$1.03K +10 +0.2%
LGF
621
LGT Group Foundation
Liechtenstein
$548K
CFM
622
Catalyst Funds Management
Australia
$545K +$545K +5,280 New
QL
623
Quarry LP
New York
$545K +$212K +2,059 +64%
GWP
624
Gateway Wealth Partners
Wisconsin
$541K
IAS
625
Investment Advisory Services
Texas
$536K -$4.75K -46 -0.9%