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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 %
FAFN
751
First Affirmative Financial Network
Colorado
$325K -$36.3K -352 -10%
FCP
752
Fidelis Capital Partners
Florida
$324K -$13.8K -148 -4%
ASN
753
Advisory Services Network
Georgia
$323K +$8.15K +79 +3%
MPM
754
MBB Public Markets
Illinois
$321K +$321K +3,113 New
LS
755
Livforsakringsbolaget Skandia
Sweden
$321K
BWAM
756
Boyd Watterson Asset Management
Ohio
$320K -$11K -107 -3%
JLBC
757
J.L. Bainbridge & Co
Florida
$318K +$1.14K +11 +0.4%
RAM
758
Ramirez Asset Management
New York
$317K -$5.16K -50 -2%
BFS
759
Bard Financial Services
Connecticut
$315K
EWA
760
EverSource Wealth Advisors
Alabama
$315K +$17.4K +169 +6%
AFG
761
Atomi Financial Group
New York
$314K +$314K +3,041 New
GPI
762
General Partner Inc
Pennsylvania
$313K
MWM
763
Meridian Wealth Management
Kentucky
$313K +$3.51K +34 +1%
CCT
764
Chemung Canal Trust
New York
$312K -$11.6K -112 -4%
HWMO
765
Heritage Wealth Management (Ohio)
Ohio
$311K
MUAMU
766
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$310K -$1.96M -19,000 -86%
VIM
767
Vancity Investment Management
British Columbia, Canada
$310K +$310K +3,001 New
SFM
768
Systematic Financial Management
New Jersey
$310K
SLT
769
St Louis Trust
Missouri
$310K
BL
770
Bleichroeder LP
New York
$310K
HBW
771
Hazlett, Burt & Watson
West Virginia
$309K -$14.9K -145 -5%
PSP
772
Principal Street Partners
Tennessee
$309K +$19.2K +186 +7%
PPWP
773
Premier Path Wealth Partners
New Jersey
$308K +$41.5K +402 +16%
KFS
774
Keynote Financial Services
Connecticut
$307K
FHA
775
Flagship Harbor Advisors
Massachusetts
$307K -$21.8K -211 -7%