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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 %
PWA
1151
Provenance Wealth Advisors
Florida
$7.22K
FGAM
1152
Financial Gravity Asset Management
Texas
$7.22K +$7.22K +70 New
LC
1153
Lavaca Capital
Texas
$7.12K
MSG
1154
Main Street Group
Virginia
$6.71K +$407 +4 +6%
MA
1155
MCF Advisors
Kentucky
$6.71K -$1.86K -18 -22%
PSFG
1156
Park Square Financial Group
Georgia
$6.4K -$413 -4 -6%
GK
1157
Graney & King
New York
$6.4K +$6.4K +62 New
MMCM
1158
Murphy & Mullick Capital Management
New York
$6.3K
HIW
1159
Holos Integrated Wealth
Pennsylvania
$6.19K -$2.27K -22 -27%
CIA
1160
Cape Investment Advisory
Georgia
$6.19K -$206 -2 -3%
SR
1161
Syntax Research
Florida
$6.09K
SFG
1162
Stonebridge Financial Group
Pennsylvania
$6.09K +$929 +9 +18%
TVWM
1163
Tower View Wealth Management
Wisconsin
$6K
AW
1164
Avion Wealth
Texas
$6K
FWM
1165
FSA Wealth Management
Massachusetts
$5.91K
CFP
1166
Comprehensive Financial Planning
Pennsylvania
$5.68K
CPA
1167
Compass Planning Associates
Massachusetts
$5.33K
GJIA
1168
Glass Jacobson Investment Advisors
Maryland
$5.15K
HFS
1169
Hughes Financial Services
Virginia
$5.1K +$5.1K +49 New
OAJ
1170
Ogorek Anthony Joseph
New York
$5K +$2.91K +32 +139%
HI
1171
Hoey Investments
Pennsylvania
$4.75K
ME
1172
McIlrath & Eck
Washington
$4.64K
STB
1173
S&T Bank
Pennsylvania
$4.64K
DWM
1174
Dogwood Wealth Management
Kansas
$4.5K +$2.87K +28 +175%
PFSC
1175
Peoples Financial Services Corp
Pennsylvania
$4.13K