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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 %
SC
826
Sapient Capital
Indiana
$267K -$1.55K -15 -0.6%
DCM
827
Donaldson Capital Management
Indiana
$267K -$5.78K -56 -2%
GVAG
828
Great Valley Advisor Group
Delaware
$267K -$28.3K -274 -10%
LP
829
LMR Partners
United Kingdom
$267K +$267K +2,586 New
MWM
830
Mission Wealth Management
California
$267K -$38.2K -370 -13%
FLPIM
831
F.L. Putnam Investment Management
Massachusetts
$267K -$64.5K -625 -19%
SWM
832
SeaCrest Wealth Management
New York
$266K -$20.8K -202 -7%
CC
833
Courier Capital
New York
$265K +$15.5K +150 +6%
JSW
834
Journey Strategic Wealth
New Jersey
$265K +$265K +2,566 New
SIA
835
Schechter Investment Advisors
Michigan
$264K +$264K +2,560 New
EH
836
Equitable Holdings
New York
$264K -$4.75K -46 -2%
CPIG
837
Chicago Partners Investment Group
Illinois
$264K +$264K +2,710 New
SMCM
838
Sky-Mountain Capital Management
Idaho
$262K +$262K +2,540 New
FCMC
839
Founders Capital Management (Connecticut)
Connecticut
$262K
CAMG
840
CWA Asset Management Group
Florida
$262K +$262K +2,537 New
LWANC
841
Laurel Wealth Advisors (North Carolina)
North Carolina
$261K
COCM
842
Charter Oak Capital Management
New Hampshire
$260K -$516 -5 -0.2%
SFP
843
Sterling Financial Planning
New Jersey
$259K
ECM
844
Evergreen Capital Management
Washington
$259K +$259K +2,508 New
SCM
845
Shelton Capital Management
Colorado
$257K -$7.22K -70 -3%
KIA
846
KCM Investment Advisors
California
$257K -$4.64K -45 -2%
FRA
847
Frank Rimerman Advisors
California
$257K -$133K -1,287 -34%
CCA
848
Cobblestone Capital Advisors
New York
$256K -$14.3K -139 -5%
MNA
849
Manning & Napier Advisors
New York
$254K
BTI
850
Blue Trust Inc
Georgia
$253K +$22.7K +220 +10%