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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 %
SAM
901
Smartleaf Asset Management
Massachusetts
$216K +$10K +98 +5%
CI
902
Conning Inc
Connecticut
$215K +$215K +2,088 New
AF
903
Arrow Financial
New York
$214K +$214K +2,075 New
CPA
904
Court Place Advisors
Maryland
$214K -$13.8K -134 -6%
IAN
905
Integrated Advisors Network
Texas
$213K +$213K +2,063 New
BA
906
Bridgewater Advisors
New York
$213K +$213K +2,241 New
CAM
907
Claret Asset Management
Quebec, Canada
$212K
UFA
908
US Financial Advisors
Massachusetts
$212K +$212K +2,054 New
HTC
909
Haverford Trust Company
Pennsylvania
$212K -$12.9K -125 -6%
IFWM
910
Institute for Wealth Management
Colorado
$211K +$211K +2,042 New
FHA
911
First Horizon Advisors
Tennessee
$210K -$222K -2,151 -51%
MCM
912
Manchester Capital Management
Vermont
$208K -$3.3K -32 -2%
FPL
913
Fortress Private Ledger
North Carolina
$208K +$208K +2,013 New
VHAM
914
Van Hulzen Asset Management
California
$206K
BMM
915
Berkshire Money Management
Massachusetts
$206K +$206K +2,000 New
CA
916
Cullinan Associates
Kentucky
$206K +$206K +2,000 New
MCM
917
Marathon Capital Management
Maryland
$206K +$206K +1,999 New
IC
918
Iconiq Capital
California
$206K +$206K +1,995 New
PL
919
Plancorp LLC
Missouri
$205K +$205K +1,984 New
JF
920
Jump Financial
Illinois
$205K -$2.96M -28,654 -94%
FI
921
Fractal Investments
Connecticut
$204K +$204K +1,979 New
ACIM
922
Azimuth Capital Investment Management
Michigan
$203K -$73.8K -715 -27%
AA
923
Alta Advisers
United Kingdom
$203K +$203K +1,968 New
CA
924
Commerzbank Aktiengesellschaft
Germany
$203K +$203K +1,965 New
NAS
925
Nicolet Advisory Services
Wisconsin
$203K +$203K +2,152 New