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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 %
GCM
876
GKV Capital Management
California
$232K -$25.8K -250 -10%
SVCP
877
Silicon Valley Capital Partners
California
$232K +$232K +2,272 New
MCA
878
MSH Capital Advisors
Arizona
$231K
EC
879
EntryPoint Capital
New York
$231K +$231K +2,237 New
WANY
880
Wealthspire Advisors (New York)
New York
$229K -$24.9K -241 -10%
HI
881
Harbour Investments
Wisconsin
$228K +$929 +9 +0.4%
TWP
882
Tyche Wealth Partners
Texas
$228K -$206 -2 -0.1%
MPI
883
Mairs & Power Inc
Minnesota
$227K -$16.4K -159 -7%
NIM
884
Northeast Investment Management
Massachusetts
$226K -$206 -2 -0.1%
BIG
885
Brooklyn Investment Group
New York
$225K +$104K +1,011 +86%
ADL
886
Asset Dedication LLC
California
$225K -$8.98K -87 -4%
PCP
887
Perbak Capital Partners
United Kingdom
$225K +$225K +2,177 New
FFA
888
First Foundation Advisors
California
$224K -$26.6K -258 -11%
BSI
889
Bennett Selby Investments
Maine
$224K +$224K +2,171 New
HW
890
Hancock Whitney
Mississippi
$224K -$4.75K -46 -2%
PCS
891
Personal CFO Solutions
New Jersey
$223K +$223K +2,165 New
MF
892
Montis Financial
Massachusetts
$223K -$6.19K -60 -3%
PBC
893
Pavion Blue Capital
California
$222K +$222K +2,151 New
KWA
894
Kingswood Wealth Advisors
California
$222K +$222K +2,150 New
SC
895
SouthState Corp
Florida
$222K -$68K -659 -23%
AG
896
Ascent Group
Virginia
$221K +$221K +2,142 New
MA
897
MJP Associates
Connecticut
$221K +$221K +2,138 New
WSC
898
Wellington Shields & Co
New York
$221K
CA
899
Capital Advantage
California
$220K
PCP
900
Proficio Capital Partners
Massachusetts
$219K +$219K +2,119 New