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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, 393 increasing their positions, 467 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
393
Reduced
467
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 %
AP
1201
Aspect Partners
Virginia
$2.06K
API
1202
Asset Planning Inc
California
$2.06K
EWA
1203
EQ Wealth Advisors
Texas
$2.06K +$2.06K +20 New
NWM
1204
Navigoe Wealth Management
California
$2K
RWA
1205
Redmont Wealth Advisors
Illinois
$1.96K +$1.96K +19 New
VWA
1206
Valued Wealth Advisors
Utah
$1.76K
TCA
1207
Trifecta Capital Advisors
Illinois
$1.55K
BWL
1208
Bogart Wealth LLC
Virginia
$1.45K
WPA
1209
West Paces Advisors
Georgia
$1.45K
PWA
1210
Principia Wealth Advisory
Texas
$1.32K +$566 +6 +75%
WW
1211
Winnow Wealth
Texas
$1.31K +$403 +4 +44%
FC
1212
Fairscale Capital
New Hampshire
$1.24K
GPFA
1213
Game Plan Financial Advisors
Ohio
$1.24K
JAM
1214
JCIC Asset Management
Ontario, Canada
$1.24K +$1.24K +12 New
BI
1215
Binnacle Investments
Iowa
$1.14K +$1.14K +11 New
NL
1216
NVWM LLC
Pennsylvania
$1.03K +$516 +5 +100%
BFS
1217
Bare Financial Services
Pennsylvania
$1.03K +$1.03K +10 New
BHWM
1218
Bay Harbor Wealth Management
Maryland
$1.03K +$1.03K +10 New
NMG
1219
New Millennium Group
Utah
$929
FG
1220
Fairman Group
Pennsylvania
$741
TCM
1221
Tradewinds Capital Management
Washington
$660 +$660 +6 New
GP
1222
Greenline Partners
New York
$619 +$619 +6 New
BMC
1223
Bear Mountain Capital
Washington
$572 +$572 +6 New
Q1WB
1224
Quest 10 Wealth Builders
Virginia
$567 +$567 +5 New
NRWA
1225
North Ridge Wealth Advisors
Oregon
$516