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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 %
CWP
651
Core Wealth Partners
California
$472K
RCM
652
Radnor Capital Management
Pennsylvania
$470K
VFA
653
Valeo Financial Advisors
Indiana
$470K +$6.91K +67 +1%
TTWM
654
TCV Trust & Wealth Management
Virginia
$469K -$10.6K -103 -2%
EM
655
Excalibur Management
Massachusetts
$467K
VCA
656
Verdence Capital Advisors
Maryland
$467K -$516 -5 -0.1%
SFG
657
Sovereign Financial Group
Connecticut
$465K -$5.88K -57 -1%
MA
658
Mutual Advisors
Nebraska
$465K +$61.6K +663 +15%
GF
659
Gabelli Funds
New York
$464K
P
660
Pitcairn
Pennsylvania
$457K +$619 +6 +0.1%
CI
661
CX Institutional
Indiana
$456K +$59.4K +576 +15%
FTWA
662
Fifth Third Wealth Advisors
Ohio
$456K +$206 +2 +0%
GL
663
Graypoint LLC
New York
$456K +$15.2K +147 +3%
TBT
664
Texas Bank & Trust
Texas
$454K
BMO
665
Beck Mack & Oliver
New York
$454K -$7.74K -75 -2%
FC
666
Forte Capital
New York
$452K -$3.92K -38 -0.9%
WA
667
Waverly Advisors
Alabama
$451K +$1.24K +12 +0.3%
EWA
668
Exencial Wealth Advisors
Oklahoma
$449K -$5.68K -55 -1%
1SB
669
1ST Source Bank
Indiana
$449K -$6.5K -63 -1%
PCM
670
Pointe Capital Management
Michigan
$446K
M
671
Mirova
France
$446K
CC
672
Centiva Capital
New York
$446K +$446K +4,320 New
CIA
673
Choate Investment Advisors
Massachusetts
$445K -$318K -3,079 -42%
SACTSONJ
674
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$444K
SQA
675
Simon Quick Advisors
New Jersey
$443K +$443K +4,295 New