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