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Otis Worldwide

1,258 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 409 increasing their positions, 452 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)

10% less repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 452

Holders
1,258
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
Rafferty Asset Management
326
Rafferty Asset Management
New York
$3.53M
RBA
327
Richard Bernstein Advisors
New York
$3.5M
QCM
328
QRG Capital Management
Illinois
$3.47M
RFC
329
Regions Financial Corp
Alabama
$3.46M
AF
330
Avanza Fonder
Sweden
$3.44M
WB
331
WesBanco Bank
West Virginia
$3.38M
OPERF
332
Oregon Public Employees Retirement Fund
Oregon
$3.38M
AF
333
Allworth Financial
California
$3.35M
OQS
334
Occudo Quantitative Strategies
Florida
$3.33M
NIM
335
NEOS Investment Management
Connecticut
$3.32M
FT
336
Fiduciary Trust
Massachusetts
$3.27M
TF
337
Threadgill Financial
Texas
$3.25M
CIBC World Market
338
CIBC World Market
Ontario, Canada
$3.24M
CWM
339
Circle Wealth Management
New Jersey
$3.22M
Baird Financial Group
340
Baird Financial Group
Wisconsin
$3.19M
TRSOTSOK
341
Teachers Retirement System of the State of Kentucky
Kentucky
$3.09M
SMI
342
Shelter Mutual Insurance
Missouri
$3.09M
LCM
343
Liberty Capital Management
Michigan
$3.08M
OA
344
Oxbow Advisors
Texas
$3.02M
XT
345
XTX Topco
Cayman Islands
$3.02M
CPCPP
346
Canada Post Corporation Pension Plan
Canada
$2.98M
RC
347
Roundview Capital
New Jersey
$2.97M
Public Sector Pension Investment Board (PSP Investments)
348
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.96M
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$2.94M
MC
350
Machina Capital
France
$2.92M