OTIS icon

Otis Worldwide

1,246 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 406 increasing their positions, 450 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+18
Holders Change %
+1.47%
% of All Funds
16.7%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
122
Increased
406
Reduced
450
Closed
78
Calls
$50.9M
Puts
$35.3M
Net Calls
+$15.6M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
451
Vident Advisory
Georgia
$1.31M -$71.8K -725 -5%
TIAA Trust, National Association
452
TIAA Trust, National Association
North Carolina
$1.3M -$88.3K -892 -6%
NSEDCP
453
NJ State Employees Deferred Compensation Plan
New Jersey
$1.29M
BHCM
454
Brevan Howard Capital Management
Jersey
$1.29M +$934K +9,436 +265%
GIM
455
Goelzer Investment Management
Indiana
$1.29M
TCOV
456
Trust Company of Vermont
Vermont
$1.27M -$17.7K -179 -1%
SF
457
Synovus Financial
Georgia
$1.26M -$130K -1,313 -9%
IIM
458
Ironwood Investment Management
Massachusetts
$1.25M +$13.7K +138 +1%
NMIMC
459
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M -$2.08K -21 -0.2%
BWP
460
Burling Wealth Partners
Illinois
$1.24M -$55.7K -563 -4%
DC
461
Davenport & Co
Virginia
$1.24M -$22.3K -225 -2%
CAM
462
Cresset Asset Management
Illinois
$1.22M +$76K +767 +7%
TSWM
463
Triangle Securities Wealth Management
North Carolina
$1.22M -$87.3K -882 -7%
Kovitz Investment Group Partners
464
Kovitz Investment Group Partners
Illinois
$1.21M +$135K +1,361 +13%
DA
465
Dash Acquisitions
California
$1.21M +$19.5K +220 +2%
CI Investments Inc
466
CI Investments Inc
Ontario, Canada
$1.19M +$3.07K +31 +0.3%
AI
467
Atria Investments
North Carolina
$1.18M -$197K -1,989 -14%
TMAM
468
Tokio Marine Asset Management
Japan
$1.16M +$145K +1,460 +14%
AWM
469
Apollon Wealth Management
South Carolina
$1.16M +$375K +3,783 +48%
CWA
470
Carolina Wealth Advisors
South Carolina
$1.16M +$279K +2,820 +32%
BG
471
Bollard Group
Massachusetts
$1.15M +$35.3K +356 +3%
OIA
472
OneDigital Investment Advisors
Kansas
$1.15M -$69.1K -698 -6%
GAAM
473
Guinness Atkinson Asset Management
California
$1.15M
MLL
474
Moody Lynn & Lieberson
Massachusetts
$1.14M -$1.68K -17 -0.1%
WT
475
Whittier Trust
California
$1.14M -$119K -1,197 -9%