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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 %
RWP
801
RWA Wealth Partners
Massachusetts
$289K -$3.41K -33 -1%
CAS
802
CTC Alternative Strategies
Illinois
$289K +$289K +2,800 New
NECFA
803
New England Capital Financial Advisors
Connecticut
$287K -$14.2K -138 -5%
CFG
804
Citizens Financial Group
Rhode Island
$287K +$33.4K +324 +13%
CW
805
CreativeOne Wealth
Kansas
$286K -$15.3K -148 -5%
AA
806
Ancora Advisors
Ohio
$286K -$4.03K -39 -1%
HS
807
Horan Securities
United States
$286K +$206 +2 +0.1%
KOMWMG
808
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$285K
DLA
809
Douglas Lane & Associates
New York
$284K -$7.33K -71 -3%
ST
810
Sentinel Trust
Texas
$284K +$412 +4 +0.1%
BFA
811
Bragg Financial Advisors
North Carolina
$284K -$12.3K -119 -4%
SCA
812
Stonebridge Capital Advisors
Minnesota
$283K +$22K +213 +8%
DJSG
813
D.J. St. Germain
Massachusetts
$282K -$14.9K -144 -5%
GLA
814
Great Lakes Advisors
Illinois
$282K +$39.2K +380 +16%
MMA
815
Miracle Mile Advisors
California
$281K +$281K +2,724 New
ONB
816
Old National Bancorp
Indiana
$281K -$59.5K -577 -17%
MBT
817
Montecito Bank & Trust
California
$280K -$6.19K -60 -2%
CGL
818
Clarius Group LLC
Washington
$279K +$1.45K +14 +0.5%
DAS
819
Dynamic Advisor Solutions
Arizona
$278K +$38.4K +372 +16%
MPIA
820
Mountain Pacific Investment Advisers
Idaho
$278K -$10.3K -100 -4%
ST
821
Spinnaker Trust
Maine
$278K +$20.6K +200 +8%
IF
822
Intrua Financial
Texas
$276K -$64.8K -628 -19%
CT
823
Colonial Trust
South Carolina
$275K -$1.14K -11 -0.4%
Members Trust
824
Members Trust
Florida
$274K +$206 +2 +0.1%
GIA
825
GHP Investment Advisors
Colorado
$269K +$1.24K +12 +0.5%