OTIS icon

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 %
AIP
701
Ameritas Investment Partners
Nebraska
$390K -$11.8K -114 -3%
RIL
702
Rothschild Investment LLC
Illinois
$390K -$206 -2 -0.1%
SIM
703
Sentry Investment Management
Wisconsin
$384K -$115K -1,246 -23%
RCA
704
Resonant Capital Advisors
Wisconsin
$382K +$25.4K +246 +7%
GI
705
GAMCO Investors
Connecticut
$382K -$2.06K -20 -0.5%
BTW
706
Boston Trust Walden
Massachusetts
$382K -$51.6K -500 -12%
QEI
707
QSV Equity Investors
Illinois
$380K -$2.37K -23 -0.6%
KA
708
Kintegral Advisory
New York
$378K -$1.24K -12 -0.3%
CWM
709
Congress Wealth Management
Massachusetts
$373K +$110K +1,070 +42%
GWM
710
GSB Wealth Management
Connecticut
$373K +$2.37K +23 +0.6%
FM
711
Foster & Motley
Ohio
$370K -$15.3K -148 -4%
FFA
712
Fortune Financial Advisors
Kansas
$369K +$206 +2 +0.1%
AWM
713
Aberdeen Wealth Management
Illinois
$369K
HL
714
HeadInvest LLC
Maine
$368K -$23K -223 -6%
BHCM
715
Brevan Howard Capital Management
Jersey
$368K +$368K +3,562 New
SPI
716
Strategic Planning Inc
Ohio
$367K +$367K +3,559 New
BIA
717
Bell Investment Advisors
California
$367K +$1.14K +11 +0.3%
PP
718
Patten & Patten
Tennessee
$364K -$206 -2 -0.1%
NB
719
Northwest Bancshares
Pennsylvania
$362K
PWMAG
720
Pinnacle Wealth Management Advisory Group
New Jersey
$362K +$3.72K +36 +1%
AP
721
Americana Partners
Texas
$360K -$4.44K -43 -1%
SC
722
Syon Capital
California
$359K +$102K +988 +40%
AA
723
Addison Advisors
Vermont
$358K +$516 +5 +0.1%
BFO
724
Boston Family Office
Massachusetts
$357K +$357K +3,462 New
ESB
725
Essex Savings Bank
Connecticut
$355K -$2.58K -25 -0.7%