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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
GI
551
GAMMA Investing
California
$761K
KPWS
552
Kestra Private Wealth Services
Texas
$760K
PAM
553
Panagora Asset Management
Massachusetts
$757K
SFA
554
Sequoia Financial Advisors
Ohio
$754K
Acadian Asset Management
555
Acadian Asset Management
Massachusetts
$752K
PTCG
556
Pring Turner Capital Group
California
$750K
SIC
557
Salem Investment Counselors
North Carolina
$749K
CCM
558
Cinctive Capital Management
New York
$747K
SG Americas Securities
559
SG Americas Securities
New York
$746K
CWP
560
Curated Wealth Partners
California
$744K
AWA
561
Arkadios Wealth Advisors
Georgia
$744K
WS
562
Wedbush Securities
California
$738K
MK
563
MASTERINVEST Kapitalanlage
$734K
LDB
564
Lee, Danner & Bass
Tennessee
$734K
EB
565
Eastern Bank
Massachusetts
$732K
CIA
566
Concurrent Investment Advisors
Florida
$729K
FCM
567
Fire Capital Management
California
$727K
DT
568
Diversified Trust
Tennessee
$709K
CFG
569
Cooper Financial Group
California
$709K
WAM
570
Werlinich Asset Management
Connecticut
$708K
LFG
571
Larson Financial Group
Missouri
$708K
AAM
572
AR Asset Management
California
$708K
RBC
573
Romano Brothers & Co
Illinois
$700K
GT
574
Glenview Trust
Kentucky
$696K
IAA
575
Independent Advisor Alliance
North Carolina
$695K