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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
SIA
551
Sit Investment Associates
Minnesota
$764K
GFM
552
GF Fund Management
China
$764K
GI
553
GAMMA Investing
California
$761K
KPWS
554
Kestra Private Wealth Services
Texas
$760K
PAM
555
Panagora Asset Management
Massachusetts
$757K
SFA
556
Sequoia Financial Advisors
Ohio
$754K
Acadian Asset Management
557
Acadian Asset Management
Massachusetts
$752K
PTCG
558
Pring Turner Capital Group
California
$750K
SIC
559
Salem Investment Counselors
North Carolina
$749K
CCM
560
Cinctive Capital Management
New York
$747K
SG Americas Securities
561
SG Americas Securities
New York
$746K
CWP
562
Curated Wealth Partners
California
$744K
AWA
563
Arkadios Wealth Advisors
Georgia
$744K
WS
564
Wedbush Securities
California
$738K
MK
565
MASTERINVEST Kapitalanlage
$734K
LDB
566
Lee, Danner & Bass
Tennessee
$734K
EB
567
Eastern Bank
Massachusetts
$732K
CIA
568
Concurrent Investment Advisors
Florida
$729K
FCM
569
Fire Capital Management
California
$727K
DT
570
Diversified Trust
Tennessee
$709K
CFG
571
Cooper Financial Group
California
$709K
WAM
572
Werlinich Asset Management
Connecticut
$708K
LFG
573
Larson Financial Group
Missouri
$708K
AAM
574
AR Asset Management
California
$708K
RBC
575
Romano Brothers & Co
Illinois
$700K