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Otis Worldwide

1,215 hedge funds and large institutions have $33.6B invested in Otis Worldwide in 2024 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 379 increasing their positions, 415 reducing their positions, and 107 closing their positions.

Holders
1,215
Holders Change
+28
Holders Change %
+2.36%
% of All Funds
16.18%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
153
Increased
379
Reduced
415
Closed
107
Calls
$186M
Puts
$54.1M
Net Calls
+$132M
Net Calls Change
+$61.7M
Name Market Value Shares Shares
Change
Shares
Change %
IHWM
1176
Iron Horse Wealth Management
Iowa
$2.5K 27 +9 +50%
PP
1177
PFS Partners
New Jersey
$2.45K 26
RPA
1178
Redwood Park Advisors
California
$2.41K 26 +26 New
PCFFS
1179
Pacific Center for Financial Services
California
$2.32K 25
DRP
1180
Decker Retirement Planning
Utah
$2.32K 25 +25 New
BGA
1181
Battery Global Advisors
Massachusetts
$2.04K 22
OAJ
1182
Ogorek Anthony Joseph
New York
$2K 23
NWM
1183
Navigoe Wealth Management
California
$2K 25 +25 New
SRCM
1184
Signature Resources Capital Management
California
$1.95K 21
WCM
1185
WealthTrak Capital Management
Virginia
$1.85K 20 +20 New
TCM
1186
TD Capital Management
Tennessee
$1.85K 20
AP
1187
Aspect Partners
Virginia
$1.85K 20
API
1188
Asset Planning Inc
California
$1.85K 20 +20 New
SSG
1189
Summit Securities Group
New York
$1.76K 19 +19 New
VWA
1190
Valued Wealth Advisors
Utah
$1.58K 17
NC
1191
NewSquare Capital
Pennsylvania
$1.48K 16 +16 New
DWM
1192
Dogwood Wealth Management
Kansas
$1.44K 16
TCA
1193
Trifecta Capital Advisors
Illinois
$1.39K 15
WPA
1194
West Paces Advisors
Georgia
$1.3K 14
BWL
1195
Bogart Wealth LLC
Virginia
$1.3K 14
GWM
1196
Guardian Wealth Management
Illinois
$1.18K 13
TWD
1197
True Wealth Design
Ohio
$1.11K 12
FC
1198
Fairscale Capital
New Hampshire
$1.11K 12
GPFA
1199
Game Plan Financial Advisors
Ohio
$1.11K 12
WTFG
1200
Wood Tarver Financial Group
Idaho
$1K 20 +20 New