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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 %
PAS
851
PKS Advisory Services
New York
$253K +$1.55K +15 +0.6%
PFS
852
Prospera Financial Services
Texas
$253K
LIM
853
Leavell Investment Management
Alabama
$252K -$3.92K -38 -2%
SIG
854
Sky Investment Group
Connecticut
$251K -$516 -5 -0.2%
FTC
855
Farmers Trust Company
Ohio
$249K -$3.41K -33 -1%
VWM
856
Venturi Wealth Management
Texas
$248K +$152K +1,477 +159%
SCM
857
Seascape Capital Management
New Hampshire
$246K -$3.27M -31,745 -93%
PFGIA
858
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$722 +7 +0.3%
HCM
859
Howard Capital Management
Georgia
$245K -$37.6K -364 -13%
BBA
860
Baader Bank Aktiengesellschaft
Germany
$242K +$1.24K +12 +0.5%
SL
861
Sentry LLC
Tennessee
$242K
LI
862
LMCG Investments
Massachusetts
$242K -$206 -2 -0.1%
USCWA
863
U.S. Capital Wealth Advisors
Texas
$241K +$241K +2,336 New
AWS
864
Atria Wealth Solutions
New York
$240K -$82.5K -799 -26%
CTA
865
Colonial Trust Advisors
South Carolina
$239K -$10.3K -100 -4%
FNT
866
First National Trust
Pennsylvania
$238K -$18.8K -182 -7%
ST
867
Sabal Trust
Florida
$238K
WTA
868
Washington Trust Advisors
Massachusetts
$237K
CF
869
Centaurus Financial
California
$236K -$61.9K -600 -21%
NGA
870
Naples Global Advisors
Florida
$236K
ICP
871
Interchange Capital Partners
Pennsylvania
$235K +$1.34K +13 +0.6%
OIA
872
Optimum Investment Advisors
Illinois
$233K
LAM
873
Longboard Asset Management
Arizona
$233K
CCA
874
Childress Capital Advisors
Texas
$233K +$233K +2,256 New
SYBT
875
Stock Yards Bank & Trust
Kentucky
$233K -$12.9K -125 -5%