OTIS icon

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