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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 %
TSMHT
976
Thurston Springer Miller Herd & Titak
Indiana
$85.5K +$11.4K +110 +15%
JEST
977
JTC Employer Solutions Trustee
Jersey
$85K
VNA
978
Valley National Advisers
Pennsylvania
$85K +$65.7K +644 +341%
EWM
979
Evermay Wealth Management
Virginia
$84.8K
NAAA
980
New Age Alpha Advisors
New York
$84.5K -$152K -1,477 -64%
IBOK
981
Independence Bank of Kentucky
Kentucky
$83.7K -$9.29K -90 -10%
CT
982
Clearstead Trust
Maine
$83.1K -$20.7K -201 -20%
MIM
983
Meridiem Investment Management
United Kingdom
$82.6K
BLC
984
Brown, Lisle/Cummings
Rhode Island
$80.1K
CAM
985
Costello Asset Management
Pennsylvania
$79.3K +$52.3K +507 +194%
CSB
986
City State Bank
Iowa
$78.1K +$10.3K +100 +15%
ETS
987
ESL Trust Services
New York
$77.4K
EPIM
988
Evelyn Partners Investment Management
$77.3K +$77.3K +861 New
PP
989
Pacifica Partners
Canada
$77.2K
SC
990
Sawyer & Company
Massachusetts
$77K
CA
991
CoreCap Advisors
Michigan
$76.7K +$2.79K +27 +4%
CFFP
992
Center for Financial Planning
Michigan
$76.4K -$929 -9 -1%
OWA
993
Opal Wealth Advisors
New York
$75.7K +$75.7K +734 New
RA
994
Rise Advisors
New York
$75.2K +$1.34K +13 +2%
Group One Trading
995
Group One Trading
Illinois
$75K +$75K +727 New
BAM
996
Bellevue Asset Management
Washington
$73.9K
OC
997
Oakmont Corp
California
$72.8K
ZBNA
998
Zions Bancorporation, National Association
Utah
$72.8K +$72.8K +705 New
SFCL
999
Strengthening Families & Communities LLC
Massachusetts
$72.4K
IIM
1000
Intact Investment Management
Quebec, Canada
$72.2K +$72.2K +700 New