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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 %
OIAM
1301
OFI Invest Asset Management
France
-$36.7K -410 Closed
PCWA
1302
Pacific Capital Wealth Advisors
California
-$36K -389 Closed
ACM
1303
Aster Capital Management
United Arab Emirates
-$28.1K -303 Closed
SC
1304
Stance Capital
Massachusetts
-$26.9K -291 Closed
LB
1305
Legacy Bridge
Iowa
-$23.2K -250 Closed
CP
1306
Castleview Partners
Texas
-$18.3K -198 Closed
TFGT
1307
TS Financial Group (TSFG)
Illinois
-$15K -163 Closed
GXJ
1308
Global X Japan
Japan
-$12.7K -137 Closed
RCM
1309
Raleigh Capital Management
North Carolina
-$9.63K -104 Closed
FC
1310
Family CFO
California
-$8.61K -93 Closed
OC
1311
Oarsman Capital
Wisconsin
-$8.06K -87 Closed
AT
1312
Avalon Trust
New Mexico
-$7.13K -77 Closed
RWPA
1313
Richard W. Paul & Associates
Michigan
-$6.67K -72 Closed
AG
1314
AmeriFlex Group
Nevada
-$6.54K -69 Closed
MCM
1315
MidAtlantic Capital Management
Virginia
-$5.56K -60 Closed
HIIFS
1316
Harel Insurance Investments & Financial Services
Israel
-$5K -55 Closed
MCM
1317
Mainstream Capital Management
California
-$4.45K -48 Closed
AS
1318
Altshuler Shaham
Israel
-$3.8K -41 Closed
DRP
1319
Decker Retirement Planning
Utah
-$2.32K -25 Closed
SSG
1320
Summit Securities Group
New York
-$1.76K -19 Closed
GWM
1321
Guardian Wealth Management
Illinois
-$1.18K -13 Closed
NWWA
1322
New Wave Wealth Advisors
Arkansas
-$758 -8 Closed
WWM
1323
Wolff Wiese Magana
California
-$464 -5 Closed
RFG
1324
REAP Financial Group
Texas
-$46 -1 Closed