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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
OIA
476
OneDigital Investment Advisors
Kansas
$1.15M
GAAM
477
Guinness Atkinson Asset Management
California
$1.15M
MLL
478
Moody Lynn & Lieberson
Massachusetts
$1.14M
WT
479
Whittier Trust
California
$1.14M
RPC
480
Rossmore Private Capital
Connecticut
$1.13M
Lido Advisors
481
Lido Advisors
California
$1.12M
WSFS
482
Wilmington Savings Fund Society
Delaware
$1.11M
PWP
483
Principle Wealth Partners
Connecticut
$1.11M
RS
484
R Squared
Hong Kong
$1.11M
NRS
485
Neville Rodie & Shaw
New York
$1.1M
SCA
486
Snowden Capital Advisors
New York
$1.09M
KRSITF
487
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M
STA
488
Summit Trail Advisors
New York
$1.07M
CCM
489
Copeland Capital Management
Pennsylvania
$1.07M
AAM
490
Advisors Asset Management
Colorado
$1.06M
CA
491
Clearstead Advisors
Ohio
$1.06M
TCWA
492
Turtle Creek Wealth Advisors
Texas
$1.05M
IWC
493
Integrated Wealth Concepts
Massachusetts
$1.05M
IIM
494
INTECH Investment Management
Florida
$1.04M
QCG
495
Quadrant Capital Group
Ohio
$1.04M
HAG
496
HighPoint Advisor Group
Illinois
$1.04M
AI
497
Atom Investors
Texas
$1.03M
BIM
498
Bridges Investment Management
Nebraska
$1.03M
SG
499
StoneX Group
New York
$1.03M
BCWM
500
Bartlett & Co Wealth Management
Ohio
$1.01M