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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
CFO
526
Callan Family Office
Pennsylvania
$853K
HT
527
Headlands Technologies
Illinois
$852K
Vontobel Holding
528
Vontobel Holding
Switzerland
$851K
NP
529
NorthRock Partners
Minnesota
$849K
IAS
530
IMA Advisory Services
Colorado
$849K
FMB
531
Field & Main Bank
Kentucky
$848K
BHIA
532
Birch Hill Investment Advisors
Massachusetts
$845K
PA
533
Procyon Advisors
Connecticut
$838K
MASUI
534
MIRAE ASSET SECURITIES (USA) INC.
New York
$834K
BBVA
535
Banco Bilbao Vizcaya Argentaria
Spain
$831K
OC
536
Oppenheimer & Co
New York
$822K
KWM
537
Kingsview Wealth Management
Oregon
$817K
DBIA
538
Dumont & Blake Investment Advisors
New Jersey
$809K
DWP
539
Daymark Wealth Partners
Ohio
$804K
Grantham, Mayo, Van Otterloo & Co (GMO)
540
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$802K
PA
541
Parallel Advisors
California
$800K
BP
542
Ballentine Partners
Massachusetts
$792K
HI
543
Horizon Investments
North Carolina
$791K
Walleye Capital
544
Walleye Capital
New York
$780K
MGIA
545
Moneta Group Investment Advisors
Missouri
$778K
VI
546
Vestcor Inc
New Brunswick, Canada
$776K
MHIC
547
Marble Harbor Investment Counsel
Massachusetts
$769K
ANBT
548
American National Bank & Trust
Texas
$764K
SIA
549
Sit Investment Associates
Minnesota
$764K
GFM
550
GF Fund Management
China
$764K