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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 %
DMC
676
Drexel Morgan & Co
Pennsylvania
$443K
SCM
677
Schnieders Capital Management
California
$435K
GWM
678
Geneos Wealth Management
Colorado
$435K +$311K +3,011 +251%
AMIM
679
Aull & Monroe Investment Management
Alabama
$430K -$5.68K -55 -1%
SWM
680
Shakespeare Wealth Management
Wisconsin
$429K +$826 +8 +0.2%
MAM
681
Mystic Asset Management
Rhode Island
$429K +$3.92K +38 +0.9%
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$426K +$516 +5 +0.1%
FG
683
Fiduciary Group
Georgia
$422K
Acadian Asset Management
684
Acadian Asset Management
Massachusetts
$417K +$162K +1,574 +64%
VCM
685
Versant Capital Management
Arizona
$417K +$352K +3,406 +539%
BHWM
686
Bar Harbor Wealth Management
New Hampshire
$417K
BB
687
Busey Bank
Illinois
$416K -$24.5K -237 -6%
KIA
688
Kraematon Investment Advisors
Massachusetts
$415K +$929 +9 +0.2%
CI
689
Cigna Investments
Connecticut
$415K -$10.3K -100 -2%
PA
690
Profund Advisors
Maryland
$415K -$22.5K -218 -5%
KIA
691
Knollwood Investment Advisory
Maryland
$414K
MPW
692
Monterey Private Wealth
California
$414K
CI
693
Corient IA
Florida
$413K +$413K +4,000 New
MG
694
Mather Group
Illinois
$410K +$57.3K +555 +16%
PTC
695
Philadelphia Trust Company
Pennsylvania
$409K -$44.9K -435 -10%
AWM
696
Aprio Wealth Management
Georgia
$406K +$32.6K +316 +9%
AP
697
Atwood & Palmer
Missouri
$405K -$5.88K -57 -1%
RWM
698
Rialto Wealth Management
New York
$403K +$1.45K +14 +0.4%
RSWA
699
Robinson Smith Wealth Advisors
Maine
$393K +$2.99K +29 +0.8%
BWP
700
BSW Wealth Partners
Colorado
$390K -$42.4K -411 -10%