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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 %
TLA
1101
Tanglewood Legacy Advisors
Texas
$17.2K
CWM
1102
Cranbrook Wealth Management
Michigan
$16.7K
SIS
1103
Sound Income Strategies
Florida
$16.6K +$1.03K +10 +7%
CYG
1104
Clean Yield Group
Vermont
$16.6K +$2.79K +27 +20%
S
1105
Sachetta
Massachusetts
$16.4K +$1.34K +13 +9%
SCB
1106
Saudi Central Bank
Saudi Arabia
$16.2K +$16.2K +157 New
MAM
1107
Meeder Asset Management
Ohio
$15.9K -$9.8K -95 -38%
GEA
1108
Glen Eagle Advisors
New Jersey
$15.9K +$618 +6 +4%
EDRH
1109
Edmond de Rothschild Holding
Switzerland
$15.5K
FWA
1110
FSC Wealth Advisors
New York
$14.9K
FFA
1111
Frazier Financial Advisors
Ohio
$14.3K
PWMG
1112
Private Wealth Management Group
New Jersey
$14.2K +$3.41K +33 +31%
SS
1113
Sunbelt Securities
Texas
$13.4K +$1.55K +15 +13%
ZRP
1114
Zynergy Retirement Planning
New Jersey
$13K
TIM
1115
Tortoise Investment Management
New York
$12.9K
TCM
1116
TruNorth Capital Management
Michigan
$12.6K
SN
1117
Sittner & Nelson
Oregon
$12.2K
MFA
1118
McClarren Financial Advisors
Pennsylvania
$12K
CIAM
1119
Caitong International Asset Management
Hong Kong
$12K -$35.4K -343 -75%
DF
1120
DecisionPoint Financial
Arizona
$11.4K
CFS
1121
CGC Financial Services
Oregon
$11.4K
CB
1122
Centennial Bank
Arkansas
$11.4K +$11.4K +110 New
KIM
1123
Kestra Investment Management
Texas
$11K -$70.6K -684 -86%
MHR
1124
Matthew Hamilton Rosenberg
$11K +$206 +2 +2%
PP
1125
PrairieView Partners
Minnesota
$11K