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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 %
MNBTD
626
Moody National Bank Trust Division
Texas
$530K -$7.22K -70 -1%
ACA
627
Aptus Capital Advisors
Alabama
$526K +$13.3K +129 +3%
CCA
628
Checchi Capital Advisers
California
$525K +$1.86K +18 +0.4%
CSP
629
Cary Street Partners
Virginia
$524K +$18K +174 +4%
SOS
630
Silver Oak Securities
Tennessee
$523K +$2.04K +20 +0.4%
VBCG
631
Valley Brook Capital Group
Pennsylvania
$523K -$5.16K -50 -1%
MC
632
Moors & Cabot
Massachusetts
$516K +$7.74K +75 +2%
GC
633
Grimes & Company
Massachusetts
$515K +$38.1K +369 +8%
EHC
634
Everett Harris & Co
California
$513K
FWTB
635
First Western Trust Bank
Colorado
$512K +$826 +8 +0.2%
IAA
636
Independent Advisor Alliance
North Carolina
$511K +$81.8K +793 +19%
MA
637
Montag & Associates
Georgia
$511K
HH
638
Hilltop Holdings
Texas
$507K -$25.4K -246 -5%
FWCM
639
Ferguson Wellman Capital Management
Oregon
$507K +$66K +640 +15%
CP
640
Clarendon Private
Massachusetts
$501K +$111K +1,080 +29%
RS
641
R Squared
Hong Kong
$499K +$445K +4,310 +813%
BAAM
642
Baker Avenue Asset Management
California
$494K -$12.1K -117 -2%
UB
643
UMB Bank
Missouri
$493K -$15.8K -153 -3%
SFI
644
Siemens Fonds Invest
Germany
$488K +$30.5K +296 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
645
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$488K +$488K +4,728 New
LCM
646
Laurion Capital Management
New York
$487K +$487K +4,718 New
SI
647
Stephens Inc
Arkansas
$486K -$1.55K -15 -0.3%
IWM
648
IHT Wealth Management
Illinois
$484K -$7.74K -75 -2%
CHC
649
City Holding Co
West Virginia
$482K -$34.5K -334 -7%
PWAM
650
Private Wealth Asset Management
Iowa
$478K +$478K +4,628 New