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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
SCTC
501
Sanibel Captiva Trust Company
Florida
$1.01M
WC
502
Woodstock Corp
Massachusetts
$992K
MAS
503
Meeder Advisory Services
Ohio
$982K
EF
504
Empowered Funds
Pennsylvania
$980K
IMCOOI
505
Investment Management Corp of Ontario (IMCO)
Canada
$961K
KCM
506
Kornitzer Capital Management
Kansas
$959K
EAM
507
Eventide Asset Management
Massachusetts
$958K
EWA
508
EP Wealth Advisors
California
$952K
AFCM
509
Applied Finance Capital Management
Puerto Rico
$944K
TCOT
510
Trust Company of Toledo
Ohio
$943K
CWM
511
Compass Wealth Management
Connecticut
$942K
SO
512
STRS Ohio
Ohio
$935K
PS
513
Principal Securities
Iowa
$926K
LA
514
LBP AM
France
$916K
HFBOT
515
Home Federal Bank of Tennessee
Tennessee
$914K
BC
516
Burney Company
Virginia
$913K
MCM
517
Monarch Capital Management
Indiana
$902K
HP
518
Holowesko Partners
Bahamas
$891K
DILIC
519
Dai-ichi Life Insurance Company
Japan
$884K
GT
520
Greenleaf Trust
Michigan
$884K
FNBT
521
FineMark National Bank & Trust
Florida
$868K
MSA
522
MUFG Securities Americas
New York
$866K
A
523
AustralianSuper
Australia
$863K
JIC
524
Johnson Investment Counsel
Ohio
$856K
O
525
Ossiam
France
$856K