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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 %
SWP
776
Sagespring Wealth Partners
Tennessee
$306K +$306K +2,966 New
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$306K +$78.2K +758 +34%
FFM
778
Forum Financial Management
Illinois
$305K +$6.4K +62 +2%
MP
779
McDonald Partners
Ohio
$305K -$2.58K -25 -0.8%
CT
780
Chicago Trust
Illinois
$304K -$49.5K -480 -14%
DA
781
Dover Advisors
Virginia
$303K -$4.54K -44 -1%
SWMP
782
Signature Wealth Management Partners
New Jersey
$300K
RWM
783
Ritholtz Wealth Management
New York
$300K +$7.12K +69 +2%
LCM
784
LCM Capital Management
Illinois
$300K -$2.48K -24 -0.8%
MMPW
785
Mitchell McLeod Pugh & Williams
Alabama
$299K
CAG
786
Cypress Advisory Group
Arizona
$299K
CC
787
Callan Capital
California
$299K +$25.4K +246 +9%
RP
788
Riverwater Partners
Wisconsin
$298K +$9.39K +91 +3%
SAM
789
S.A. Mason
Michigan
$298K -$929 -9 -0.3%
FFA
790
Farther Finance Advisors
California
$296K +$153K +1,466 +106%
CCM
791
Coldstream Capital Management
Washington
$296K +$18.4K +178 +7%
EFSCE
792
Enterprise Financial Services Corp (EFSC)
Missouri
$295K -$3.3K -32 -1%
WT
793
Washington Trust
Rhode Island
$295K -$69.6K -674 -19%
FCM
794
Fourpath Capital Management
Oklahoma
$294K
HCM
795
Howland Capital Management
Massachusetts
$294K
CWP
796
Cyndeo Wealth Partners
Florida
$293K
SFS
797
Sowell Financial Services
Arkansas
$291K +$291K +2,824 New
FCG
798
Fielder Capital Group
Tennessee
$291K -$8.05K -78 -3%
FFS
799
Founders Financial Securities
Maryland
$290K +$11.7K +125 +4%
JMFC
800
J.M. Forbes & Co
Massachusetts
$289K