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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 %
HRC
1001
Hoertkorn Richard Charles
$70.4K
ITIM
1002
Indiana Trust & Investment Management
Indiana
$69.8K
SS
1003
SBI Securities
Japan
$68.4K -$7.64K -74 -10%
NC
1004
North Capital
Utah
$67.2K +$67.2K +651 New
APW
1005
Acima Private Wealth
Virginia
$67.1K
CWC
1006
Carolinas Wealth Consulting
North Carolina
$66K -$8.67K -84 -12%
KFI
1007
Key Financial Inc
Pennsylvania
$65.5K
GSWM
1008
Golden State Wealth Management
California
$63.3K +$24.9K +241 +65%
WA
1009
WPG Advisers
Maryland
$61.9K -$3.1K -30 -5%
CG
1010
Curat Global
New Hampshire
$61.1K +$61.1K +592 New
AWM
1011
Abound Wealth Management
Tennessee
$60.6K +$53.2K +515 +715%
GCM
1012
Gables Capital Management
Florida
$59.3K
HFS
1013
Hopwood Financial Services
Virginia
$58K
AGWCA
1014
Annis Gardner Whiting Capital Advisors
Florida
$57.6K
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.3K
MMG
1016
Monetary Management Group
Missouri
$52.5K -$8.98K -87 -15%
JGIA
1017
Jackson Grant Investment Advisers
Connecticut
$51.8K +$206 +2 +0.4%
CCMW
1018
Cypress Capital Management (Wyoming)
Wyoming
$51.6K
M
1019
MOTCO
Texas
$50.3K +$9.08K +88 +22%
CFD
1020
Creative Financial Designs
Indiana
$49.6K +$3.51K +34 +8%
CAL
1021
Capital Advisors Ltd
Ohio
$49K -$104 -1 -0.2%
RA
1022
Ransom Advisory
Rhode Island
$47.6K +$47.6K +461 New
JFA
1023
JNBA Financial Advisors
Minnesota
$46.9K -$10.2K -99 -18%
CWM
1024
Crowley Wealth Management
Delaware
$46.4K
FCAS
1025
First Command Advisory Services
Texas
$46.2K