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Otis Worldwide

1,251 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 408 increasing their positions, 450 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less capital invested

Capital invested by funds: $36B → $34.8B (-$1.21B)

9% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 450

Holders
1,251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.9M
Puts
$35.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$7.39M
LC
227
Lincoln Capital
Nebraska
$7.3M
AIM
228
Artemis Investment Management
United Kingdom
$7.1M
AP
229
Antipodes Partners
Australia
$7.08M
YIH
230
Y-Intercept (HK)
Hong Kong
$7.02M
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$6.99M
MWM
232
Modera Wealth Management
New Jersey
$6.98M
Federated Hermes
233
Federated Hermes
Pennsylvania
$6.81M
X
234
Xponance
Pennsylvania
$6.73M
Calamos Advisors
235
Calamos Advisors
Illinois
$6.66M
DAM
236
Delta Asset Management
Tennessee
$6.66M
AMI
237
Amica Mutual Insurance
Rhode Island
$6.63M
URS
238
Utah Retirement Systems
Utah
$6.49M
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$6.45M
Holocene Advisors
240
Holocene Advisors
New York
$6.44M
AIM
241
Achmea Investment Management
Netherlands
$6.43M
Osaic Holdings
242
Osaic Holdings
Arizona
$6.35M
Nordea Investment Management
243
Nordea Investment Management
Sweden
$6.29M
Bank Julius Baer & Co
244
Bank Julius Baer & Co
Switzerland
$6.2M
BCIM
245
British Columbia Investment Management
British Columbia, Canada
$6.16M
CB
246
Commerce Bank
Missouri
$6.12M
MCM
247
MAI Capital Management
Ohio
$6.1M
MML Investors Services
248
MML Investors Services
Massachusetts
$6.05M
YCM
249
Yousif Capital Management
Michigan
$5.94M
PFSRSONJ
250
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.94M