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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 %
IWM
1176
Inlight Wealth Management
Georgia
$4.13K +$4.13K +40 New
RJA
1177
Ross\Johnson & Associates
Minnesota
$4.13K +$4.13K +40 New
FGA
1178
Fortis Group Advisors
New Jersey
$3.92K
AF
1179
Abound Financial
California
$3.82K +$3.82K +37 New
RF
1180
Rossby Financial
Florida
$3.72K +$3.72K +40 New
HWP
1181
Highline Wealth Partners
California
$3.72K -$929 -9 -20%
SL
1182
Salomon & Ludwin
Virginia
$3.51K
WCM
1183
Westend Capital Management
California
$3.41K +$3.41K +33 New
DPW
1184
DiNuzzo Private Wealth
Pennsylvania
$3.3K +$103 +1 +3%
WCM
1185
WealthTrak Capital Management
Virginia
$3.1K +$1.03K +10 +50%
DFA
1186
DHJJ Financial Advisors
Illinois
$2.99K
FFL
1187
Financial Freedom LLC
Ohio
$2.88K
PS
1188
Pinney & Scofield
Massachusetts
$2.82K
MFT
1189
Moisand Fitzgerald Tamayo
Florida
$2.79K
IHWM
1190
Iron Horse Wealth Management
Iowa
$2.79K
PP
1191
PFS Partners
New Jersey
$2.74K +$102 +1 +4%
RPA
1192
Redwood Park Advisors
California
$2.68K
PCFFS
1193
Pacific Center for Financial Services
California
$2.58K
CCMI
1194
Creative Capital Management Investments
California
$2.48K -$4.95K -48 -67%
BGA
1195
Battery Global Advisors
Massachusetts
$2.27K
GFPC
1196
Global Financial Private Client
Florida
$2.27K +$1.55K +15 +214%
SRCM
1197
Signature Resources Capital Management
California
$2.17K
FMP
1198
Financial Management Professionals
Texas
$2.17K +$1.55K +15 +250%
WTFG
1199
Wood Tarver Financial Group
Idaho
$2.06K
TCM
1200
TD Capital Management
Tennessee
$2.06K