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Otis Worldwide

1,259 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, 453 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: 453

Holders
1,259
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
ATC
451
Argent Trust Co
Tennessee
$1.33M
PWM
452
Perigon Wealth Management
California
$1.33M
DWM
453
Diversify Wealth Management
Utah
$1.32M
LI
454
Lafayette Investments
Maryland
$1.32M
VA
455
Vident Advisory
Georgia
$1.31M
TIAA Trust, National Association
456
TIAA Trust, National Association
North Carolina
$1.3M
NSEDCP
457
NJ State Employees Deferred Compensation Plan
New Jersey
$1.29M
BHCM
458
Brevan Howard Capital Management
Jersey
$1.29M
GIM
459
Goelzer Investment Management
Indiana
$1.29M
TCOV
460
Trust Company of Vermont
Vermont
$1.27M
SF
461
Synovus Financial
Georgia
$1.26M
IIM
462
Ironwood Investment Management
Massachusetts
$1.25M
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M
BWP
464
Burling Wealth Partners
Illinois
$1.24M
DC
465
Davenport & Co
Virginia
$1.24M
CAM
466
Cresset Asset Management
Illinois
$1.22M
TSWM
467
Triangle Securities Wealth Management
North Carolina
$1.22M
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$1.21M
DA
469
Dash Acquisitions
California
$1.21M
CI Investments Inc
470
CI Investments Inc
Ontario, Canada
$1.19M
AI
471
Atria Investments
North Carolina
$1.18M
TMAM
472
Tokio Marine Asset Management
Japan
$1.16M
AWM
473
Apollon Wealth Management
South Carolina
$1.16M
CWA
474
Carolina Wealth Advisors
South Carolina
$1.16M
BG
475
Bollard Group
Massachusetts
$1.15M