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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 %
Vontobel Holding
526
Vontobel Holding
Switzerland
$851K -$84.8K -856 -9%
NP
527
NorthRock Partners
Minnesota
$849K +$182K +1,842 +27%
IAS
528
IMA Advisory Services
Colorado
$849K -$12.6K -127 -1%
FMB
529
Field & Main Bank
Kentucky
$848K -$13.9K -140 -2%
BHIA
530
Birch Hill Investment Advisors
Massachusetts
$845K -$78K -788 -8%
PA
531
Procyon Advisors
Connecticut
$838K -$6.04K -61 -0.7%
MASUI
532
MIRAE ASSET SECURITIES (USA) INC.
New York
$834K +$834K +8,422 New
BBVA
533
Banco Bilbao Vizcaya Argentaria
Spain
$831K -$104K -1,052 -11%
OC
534
Oppenheimer & Co
New York
$822K -$495 -5 -0.1%
KWM
535
Kingsview Wealth Management
Oregon
$817K +$101K +1,020 +14%
DBIA
536
Dumont & Blake Investment Advisors
New Jersey
$809K +$4.95K +50 +0.6%
DWP
537
Daymark Wealth Partners
Ohio
$804K -$55.3K -558 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
538
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$802K -$540M -5,452,736 -100%
PA
539
Parallel Advisors
California
$800K -$117K -1,184 -13%
BP
540
Ballentine Partners
Massachusetts
$792K +$222K +2,242 +39%
HI
541
Horizon Investments
North Carolina
$791K +$49.5K +500 +7%
Walleye Capital
542
Walleye Capital
New York
$780K +$780K +7,879 New
MGIA
543
Moneta Group Investment Advisors
Missouri
$778K +$242K +2,448 +45%
VI
544
Vestcor Inc
New Brunswick, Canada
$776K -$4.95K -50 -0.6%
MHIC
545
Marble Harbor Investment Counsel
Massachusetts
$769K
ANBT
546
American National Bank & Trust
Texas
$764K -$104K -1,050 -12%
SIA
547
Sit Investment Associates
Minnesota
$764K -$68.8K -695 -8%
GFM
548
GF Fund Management
China
$764K +$764K +7,714 New
GI
549
GAMMA Investing
California
$761K -$26K -263 -3%
KPWS
550
Kestra Private Wealth Services
Texas
$760K -$21.3K -215 -3%