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Otis Worldwide

1,253 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, 451 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: 408 | Existing positions reduced: 451

Holders
1,253
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
LAM
351
LECAP Asset Management
United Kingdom
$2.83M
A
352
AlphaQuest
New York
$2.82M
IC
353
IEQ Capital
California
$2.73M
MSU
354
Mizuho Securities USA
New York
$2.7M
SCM
355
Sterling Capital Management
North Carolina
$2.7M
LIM
356
Letson Investment Management
Georgia
$2.69M
EWM
357
Evercore Wealth Management
New York
$2.68M
EC
358
Eleva Capital
France
$2.68M
LWANC
359
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.67M
TI
360
Tidal Investments
Wisconsin
$2.64M
SAM
361
Silvercrest Asset Management
New York
$2.64M
GIM
362
Glenmede Investment Management
Pennsylvania
$2.63M
ERSOT
363
Employees Retirement System of Texas
Texas
$2.62M
SC
364
Savant Capital
Illinois
$2.61M
AS
365
Aware Super
Australia
$2.61M
MKC
366
M. Kraus & Co
Vermont
$2.58M
DGM
367
Delta Global Management
New York
$2.56M
IFU
368
iSAM Funds (UK)
United Kingdom
$2.53M
KRS
369
Kentucky Retirement Systems
Kentucky
$2.53M
JPMIA
370
J.P. Marvel Investment Advisors
Massachusetts
$2.5M
CAM
371
Close Asset Management
United Kingdom
$2.47M
William Blair & Company
372
William Blair & Company
Illinois
$2.45M
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$2.41M
CCIA
374
Campbell & Co Investment Adviser
Maryland
$2.4M
BG
375
BDF Gestion
France
$2.39M