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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 %
AWM
1051
Atticus Wealth Management
Florida
$33.2K
PWMG
1052
Prestige Wealth Management Group
New Jersey
$33.2K
FFO
1053
Fortitude Family Office
Arizona
$33.2K
IFS
1054
Intelligent Financial Strategies
Minnesota
$32.6K
CA
1055
Continuum Advisory
Idaho
$32.4K -$7.22K -70 -18%
CVM
1056
Cheviot Value Management
California
$31.4K +$31.4K +322 New
WF
1057
Wayfinding Financial
Washington
$31K +$31K +306 New
OSNBOA
1058
Old Second National Bank of Aurora
Illinois
$31K -$21.5K -208 -41%
UCB
1059
United Community Bank
South Carolina
$31K
MTIC
1060
Missouri Trust & Investment Company
Missouri
$30.4K -$2.58K -25 -8%
CB
1061
CNB Bank
Pennsylvania
$30.1K
SIC
1062
SJS Investment Consulting
Ohio
$29K -$207 -2 -0.7%
MWM
1063
Mascoma Wealth Management
New Hampshire
$28.8K
CPG
1064
Cornerstone Planning Group
New Jersey
$28.4K -$5.63K -61 -17%
CWM
1065
Centricity Wealth Management
Ohio
$28.4K -$8.26K -80 -23%
FUBT
1066
First United Bank & Trust
Maryland
$28.4K -$2.58K -25 -8%
NFSG
1067
Newbridge Financial Services Group
Florida
$28.2K +$4.02K +39 +17%
T
1068
Transce3nd
Texas
$27.5K -$103 -1 -0.4%
AIC
1069
Archer Investment Corporation
Indiana
$27.1K
OCM
1070
Osterweis Capital Management
California
$26.3K +$516 +5 +2%
PMFA
1071
Plante Moran Financial Advisors
Michigan
$25.9K -$3.3K -32 -11%
CTC
1072
Cetera Trust Company
Minnesota
$25.8K -$5.16K -50 -17%
CWP
1073
Concord Wealth Partners
Virginia
$25.8K
CWM
1074
Consultiva Wealth Management
Puerto Rico
$25.3K +$12.5K +121 +98%
NS
1075
NBC Securities
Alabama
$25K +$25K +248 New