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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
NA
501
NewEdge Advisors
Louisiana
$1.01M
RI
502
Ridgewood Investments
New Jersey
$1.01M
SCTC
503
Sanibel Captiva Trust Company
Florida
$1.01M
WC
504
Woodstock Corp
Massachusetts
$992K
MAS
505
Meeder Advisory Services
Ohio
$982K
EF
506
Empowered Funds
Pennsylvania
$980K
IMCOOI
507
Investment Management Corp of Ontario (IMCO)
Canada
$961K
KCM
508
Kornitzer Capital Management
Kansas
$959K
EAM
509
Eventide Asset Management
Massachusetts
$958K
EWA
510
EP Wealth Advisors
California
$952K
AFCM
511
Applied Finance Capital Management
Puerto Rico
$944K
TCOT
512
Trust Company of Toledo
Ohio
$943K
CWM
513
Compass Wealth Management
Connecticut
$942K
SO
514
STRS Ohio
Ohio
$935K
PS
515
Principal Securities
Iowa
$926K
LA
516
LBP AM
France
$916K
HFBOT
517
Home Federal Bank of Tennessee
Tennessee
$914K
BC
518
Burney Company
Virginia
$913K
MCM
519
Monarch Capital Management
Indiana
$902K
HP
520
Holowesko Partners
Bahamas
$891K
DILIC
521
Dai-ichi Life Insurance Company
Japan
$884K
GT
522
Greenleaf Trust
Michigan
$884K
FNBT
523
FineMark National Bank & Trust
Florida
$868K
MSA
524
MUFG Securities Americas
New York
$866K
A
525
AustralianSuper
Australia
$863K