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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 %
WPA
951
Wealth Preservation Advisors
Tennessee
$133K +$133K +1,291 New
C
952
Covestor
United Kingdom
$132K +$108K +1,047 +444%
CSC
953
Caldwell Sutter Capital
California
$131K -$10.3K -100 -7%
SC
954
Steph & Co
Wisconsin
$130K
CH
955
Cromwell Holdings
Wyoming
$127K +$1.96K +19 +2%
SWM
956
Spire Wealth Management
Virginia
$127K -$7.02K -68 -5%
QC
957
Quent Capital
New York
$121K -$17.1K -166 -12%
BSB
958
Bangor Savings Bank
Maine
$121K
ECM
959
Estabrook Capital Management
New York
$118K
PAM
960
Parvin Asset Management
South Dakota
$115K
LCM
961
Logan Capital Management
Pennsylvania
$114K
ETC
962
Exchange Traded Concepts
Oklahoma
$113K +$16.3K +158 +17%
HDIM
963
Hanson & Doremus Investment Management
Vermont
$113K
UIA
964
Ulland Investment Advisors
Minnesota
$111K
AssetMark Inc
965
AssetMark Inc
California
$109K -$28.1K -272 -21%
AEPWM
966
Atlantic Edge Private Wealth Management
Florida
$107K
CTWM
967
Cherry Tree Wealth Management
Minnesota
$106K
GWP
968
Gen-Wealth Partners
Michigan
$106K
EPIMS
969
Evelyn Partners Investment Management Services
$104K +$104K +1,164 New
CAL
970
Capital Analysts LLC
Pennsylvania
$102K +$21.4K +207 +27%
MCM
971
MV Capital Management
Maryland
$100K +$1.14K +11 +1%
GBT
972
Grove Bank & Trust
Florida
$98.9K -$99K -959 -50%
PSB
973
Piscataqua Savings Bank
New Hampshire
$86.4K -$2.06K -20 -2%
MSFP
974
Mark Sheptoff Financial Planning
Connecticut
$86K
PFBT
975
Parkside Financial Bank & Trust
Missouri
$85.6K -$7.64K -74 -8%