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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 %
PAM
551
Panagora Asset Management
Massachusetts
$757K -$99.5K -1,005 -12%
SFA
552
Sequoia Financial Advisors
Ohio
$754K -$230K -2,322 -23%
Acadian Asset Management
553
Acadian Asset Management
Massachusetts
$752K +$352K +3,568 +88%
PTCG
554
Pring Turner Capital Group
California
$750K
SIC
555
Salem Investment Counselors
North Carolina
$749K -$8.12K -82 -1%
CCM
556
Cinctive Capital Management
New York
$747K +$410K +4,144 +122%
SG Americas Securities
557
SG Americas Securities
New York
$746K -$1.68M -17,011 -69%
CWP
558
Curated Wealth Partners
California
$744K
AWA
559
Arkadios Wealth Advisors
Georgia
$744K +$132K +1,333 +22%
WS
560
Wedbush Securities
California
$738K +$30.7K +310 +4%
MK
561
MASTERINVEST Kapitalanlage
$734K +$734K +7,414 New
LDB
562
Lee, Danner & Bass
Tennessee
$734K -$56.7K -573 -7%
EB
563
Eastern Bank
Massachusetts
$732K -$10.1K -102 -1%
CIA
564
Concurrent Investment Advisors
Florida
$729K +$77.7K +785 +12%
FCM
565
Fire Capital Management
California
$727K
DT
566
Diversified Trust
Tennessee
$709K -$12.5K -126 -2%
CFG
567
Cooper Financial Group
California
$709K -$12.1K -122 -2%
WAM
568
Werlinich Asset Management
Connecticut
$708K
LFG
569
Larson Financial Group
Missouri
$708K +$64.1K +647 +10%
AAM
570
AR Asset Management
California
$708K -$4.95K -50 -0.7%
RBC
571
Romano Brothers & Co
Illinois
$700K -$8.42K -85 -1%
GT
572
Glenview Trust
Kentucky
$696K -$38.8K -392 -5%
IAA
573
Independent Advisor Alliance
North Carolina
$695K +$204K +2,063 +42%
RCAG
574
Rehmann Capital Advisory Group
Michigan
$692K +$15.7K +159 +2%
CFB
575
Cullen/Frost Bankers
Texas
$691K -$10.2M -103,266 -94%