OTIS icon

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 %
CFG
1126
CKW Financial Group
Hawaii
$11K +$107 +1 +1%
FNWM
1127
Financial Network Wealth Management
Utah
$11K +$11K +111 New
AWM
1128
Activest Wealth Management
Florida
$10.7K +$10.3K +100 +2,500%
VWA
1129
VSM Wealth Advisory
Maryland
$10.3K
YP
1130
YANKCOM Partnership
South Dakota
$10.3K
KTC
1131
Kentucky Trust Company
Kentucky
$10.3K
GWSA
1132
Global Wealth Strategies & Associates
Colorado
$10.3K +$10.3K +100 New
TWD
1133
True Wealth Design
Ohio
$10K +$8.77K +85 +708%
DSC
1134
Duncker Streett & Co
Missouri
$10K -$13.5K -131 -57%
FPB
1135
First PREMIER Bank
South Dakota
$10K
DF
1136
Dunhill Financial
United Kingdom
$9.83K -$931 -9 -9%
Kayne Anderson Rudnick Investment Management
1137
Kayne Anderson Rudnick Investment Management
California
$9.49K -$4.85K -47 -34%
CT
1138
Coastline Trust
Rhode Island
$9.29K -$722 -7 -7%
RP
1139
Raelipskie Partnership
Ontario, Canada
$9.19K
PPC
1140
Park Place Capital
Alabama
$8.88K
OP
1141
ORG Partners
Indiana
$8.43K +$624 +6 +8%
BGAI
1142
Bruce G. Allen Investments
Colorado
$8.36K -$3.41K -33 -29%
AF
1143
Advisornet Financial
Minnesota
$8.36K +$103 +1 +1%
BFPW
1144
BOK Financial Private Wealth
Colorado
$8.26K -$11.1K -108 -57%
FRA
1145
Front Row Advisors
California
$8.26K
BTD
1146
BankPlus Trust Department
Mississippi
$8.15K
HNW
1147
High Note Wealth
Minnesota
$8.05K
SO
1148
Sierra Ocean
California
$7.69K
BIM
1149
Breakwater Investment Management
Washington
$7.43K
MEG
1150
Millstone Evans Group
Colorado
$7.43K