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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 %
MSWM
1026
Mowery & Schoenfeld Wealth Management
Illinois
$45.8K +$103 +1 +0.2%
FCT
1027
First Community Trust
Iowa
$45K -$31K -300 -41%
GM
1028
GeoWealth Management
Illinois
$44.2K -$103K -995 -70%
TFIPS
1029
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.8K
JWA
1030
JFS Wealth Advisors
Pennsylvania
$43.7K -$7.12K -69 -14%
HWM
1031
Hemington Wealth Management
Virginia
$43K +$4.25K +42 +11%
FNWA
1032
Financial Network Wealth Advisors
Utah
$42.7K +$1.45K +14 +4%
USB
1033
Union Savings Bank
Connecticut
$42.4K
PB
1034
Pinnacle Bancorp
Nebraska
$41.5K -$17.5K -170 -30%
WSCM
1035
Wellington Shields Capital Management
New York
$41.3K
CB
1036
Community Bank
New York
$41.3K
TFM
1037
TFC Financial Management
Massachusetts
$41.2K +$206 +2 +0.5%
IUHSA
1038
Itau Unibanco Holding S.A.
Brazil
$41K -$4.35K -42 -10%
GWSG
1039
GPS Wealth Strategies Group
Colorado
$40.9K
CAM
1040
Cacti Asset Management
Georgia
$40.8K -$548K -5,365 -93%
CWM
1041
CarsonAllaria Wealth Management
Illinois
$40.8K
Loomis, Sayles & Company
1042
Loomis, Sayles & Company
Massachusetts
$40K -$21.5K -209 -35%
OCM
1043
Orion Capital Management
California
$38.7K
FAM
1044
Flaharty Asset Management
Florida
$38.4K +$38.4K +372 New
TC
1045
Truvestments Capital
Florida
$38.3K -$3.1K -30 -7%
FWA
1046
Flagship Wealth Advisors
Massachusetts
$38K
PAG
1047
Paladin Advisory Group
Iowa
$36.4K
HFS
1048
Hantz Financial Services
Michigan
$36K +$2.91K +28 +9%
ACA
1049
American Capital Advisory
Idaho
$35.1K +$413 +4 +1%
OC
1050
Oakworth Capital
Alabama
$34.1K