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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
ECM
426
Everence Capital Management
Indiana
$1.66M
CC
427
Chicago Capital
Illinois
$1.66M
Envestnet Portfolio Solutions
428
Envestnet Portfolio Solutions
Illinois
$1.66M
ALMGDA
429
AG2R La Mondiale Gestion d'Actifs
France
$1.65M
T. Rowe Price Investment Management
430
T. Rowe Price Investment Management
Maryland
$1.63M
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$1.62M
Bessemer Group
432
Bessemer Group
New Jersey
$1.61M
SIRP
433
Shelter Insurance Retirement Plan
Missouri
$1.58M
NLGIA
434
Nippon Life Global Investors Americas
New York
$1.58M
TAM
435
Tealwood Asset Management
Minnesota
$1.57M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
436
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.56M
TCM
437
Tufton Capital Management
Maryland
$1.51M
PTC
438
Private Trust Company
Ohio
$1.51M
HWM
439
HB Wealth Management
Georgia
$1.48M
TCPG
440
Trivant Custom Portfolio Group
California
$1.46M
OAC
441
OMERS Administration Corp
Ontario, Canada
$1.45M
SAI
442
Systematic Alpha Investments
New Jersey
$1.45M
EF
443
Empirical Finance
Pennsylvania
$1.43M
MGP
444
Metis Global Partners
California
$1.4M
AMCA
445
Arthur M. Cohen & Associates
Illinois
$1.39M
TPM
446
Triasima Portfolio Management
Quebec, Canada
$1.38M
PAS
447
Park Avenue Securities
New York
$1.37M
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.35M
ATC
449
Argent Trust Co
Tennessee
$1.33M
PWM
450
Perigon Wealth Management
California
$1.33M