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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 %
RPC
476
Rossmore Private Capital
Connecticut
$1.13M +$2.08K +21 +0.2%
Lido Advisors
477
Lido Advisors
California
$1.12M +$146K +1,476 +15%
WSFS
478
Wilmington Savings Fund Society
Delaware
$1.11M +$33.2K +335 +3%
PWP
479
Principle Wealth Partners
Connecticut
$1.11M
RS
480
R Squared
Hong Kong
$1.11M +$628K +6,338 +131%
NRS
481
Neville Rodie & Shaw
New York
$1.11M
SCA
482
Snowden Capital Advisors
New York
$1.09M +$3.07K +31 +0.3%
KRSITF
483
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M -$74.6K -753 -6%
STA
484
Summit Trail Advisors
New York
$1.07M -$361K -3,642 -25%
CCM
485
Copeland Capital Management
Pennsylvania
$1.07M -$37.2K -376 -3%
AAM
486
Advisors Asset Management
Colorado
$1.06M +$243K +2,456 +30%
CA
487
Clearstead Advisors
Ohio
$1.06M +$106K +1,068 +11%
TCWA
488
Turtle Creek Wealth Advisors
Texas
$1.05M +$1.05M +10,633 New
IWC
489
Integrated Wealth Concepts
Massachusetts
$1.05M +$353K +3,564 +51%
IIM
490
INTECH Investment Management
Florida
$1.04M -$20.7K -209 -2%
QCG
491
Quadrant Capital Group
Ohio
$1.04M +$342K +3,450 +49%
HAG
492
HighPoint Advisor Group
Illinois
$1.04M -$41.2K -416 -4%
AI
493
Atom Investors
Texas
$1.03M +$1.03M +10,444 New
BIM
494
Bridges Investment Management
Nebraska
$1.03M +$297 +3 +0%
SG
495
StoneX Group
New York
$1.03M +$478K +4,831 +87%
BCWM
496
Bartlett & Co Wealth Management
Ohio
$1.01M +$31.7K +320 +3%
NA
497
NewEdge Advisors
Louisiana
$1.01M +$118K +1,196 +13%
RI
498
Ridgewood Investments
New Jersey
$1.01M +$448K +4,525 +80%
SCTC
499
Sanibel Captiva Trust Company
Florida
$1.01M
WC
500
Woodstock Corp
Massachusetts
$992K -$123K -1,246 -11%