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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
AWA
401
Arete Wealth Advisors
Illinois
$2.03M
PAG
402
Private Advisor Group
New Jersey
$2.03M
GIBU
403
Gulf International Bank (UK)
United Kingdom
$2.01M
B
404
Bailard
California
$1.95M
Jones Financial Companies
405
Jones Financial Companies
Missouri
$1.92M
SAM
406
Shell Asset Management
Netherlands
$1.92M
Dodge & Cox
407
Dodge & Cox
California
$1.91M
LWCFA
408
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.9M
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$1.9M
RT
410
Rockland Trust
Massachusetts
$1.9M
HNB
411
Huntington National Bank
Ohio
$1.89M
PA
412
Pinnacle Associates
New York
$1.89M
SCM
413
Sage Capital Management
New Jersey
$1.89M
EFS
414
Essex Financial Services
Connecticut
$1.89M
NB
415
NBT Bank
New York
$1.88M
PIM
416
Plato Investment Management
Australia
$1.88M
KAS
417
Kestra Advisory Services
Texas
$1.87M
LI
418
Louisbourg Investments
New Brunswick, Canada
$1.86M
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$1.85M
JWCA
420
J.W. Cole Advisors
Florida
$1.85M
Allspring Global Investments
421
Allspring Global Investments
North Carolina
$1.85M
CL
422
Choreo LLC
Illinois
$1.82M
HFM
423
Hartford Funds Management
Pennsylvania
$1.79M
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$1.75M
WTC
425
WhitTier Trust Company
Nevada
$1.73M