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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 %
FNB
726
Farmers National Bank
Kentucky
$353K -$929 -9 -0.3%
AWM
727
AE Wealth Management
Kansas
$352K +$44.8K +434 +15%
CFO
728
Callan Family Office
Pennsylvania
$352K -$17.3K -168 -5%
FIM
729
Fruth Investment Management
Texas
$351K
CCM
730
Cinctive Capital Management
New York
$351K +$351K +3,400 New
HSA
731
HBK Sorce Advisory
Pennsylvania
$350K -$44.1K -427 -11%
NAM
732
NTV Asset Management
West Virginia
$347K
DWM
733
Defined Wealth Management
Oregon
$346K +$1.03K +10 +0.3%
EWM
734
Empirical Wealth Management
Washington
$345K -$2.16M -20,932 -86%
TBA
735
Tower Bridge Advisors
Pennsylvania
$345K
FCBT
736
First Citizens Bank & Trust
North Carolina
$345K +$2.27K +22 +0.7%
WBC
737
Westpac Banking Corp
Australia
$343K -$101K -978 -23%
PI
738
PFG Investments
New York
$341K -$3.61K -35 -1%
SW
739
SVB Wealth
Massachusetts
$340K -$35.8K -347 -10%
AWM
740
Axxcess Wealth Management
California
$340K -$3.2K -31 -0.9%
CAG
741
Crestwood Advisors Group
Massachusetts
$337K +$50.6K +490 +18%
ILI
742
Invesco LLC (Illinois)
Illinois
$336K -$75.4K -731 -18%
TH
743
TCTC Holdings
Texas
$335K
TW
744
TritonPoint Wealth
Maryland
$335K +$36.3K +352 +12%
NAM
745
NorthCrest Asset Manangement
Minnesota
$332K -$60.2K -583 -15%
AO
746
Advisor OS
Illinois
$331K +$3.61K +35 +1%
CCB
747
Country Club Bank
Missouri
$330K
BJL
748
Brighton Jones LLC
Washington
$326K +$74.3K +720 +30%
TIA
749
Tiemann Investment Advisors
California
$326K
BF
750
BOK Financial
Oklahoma
$326K -$55.7K -540 -15%