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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
GT
576
Glenview Trust
Kentucky
$696K
IAA
577
Independent Advisor Alliance
North Carolina
$695K
RCAG
578
Rehmann Capital Advisory Group
Michigan
$692K
CFB
579
Cullen/Frost Bankers
Texas
$691K
WPC
580
Wedmont Private Capital
Pennsylvania
$688K
MFIM
581
Mesirow Financial Investment Management
Illinois
$688K
IIA
582
ICW Investment Advisors
Arizona
$677K
EC
583
EntryPoint Capital
New York
$672K
WA
584
Waterford Advisors
New York
$662K
WJWM
585
Williams Jones Wealth Management
New York
$662K
DWT
586
Dorsey & Whitney Trust
South Dakota
$662K
VF
587
Virtu Financial
New York
$661K
AAM
588
Azzad Asset Management
Virginia
$659K
CPC
589
Cookson Peirce & Co
Pennsylvania
$644K
CFMC
590
Curbstone Financial Management Corp
New Hampshire
$638K
EI
591
Ellevest Inc
New York
$635K
SOW
592
State of Wyoming
Wyoming
$634K
AOI
593
Auto-Owners Insurance
Michigan
$633K
OAM
594
Ostrum Asset Management
France
$631K
SWP
595
Stratos Wealth Partners
Ohio
$629K
HFM
596
Hartford Financial Management
Connecticut
$627K
P
597
&Partners
Tennessee
$624K
WC
598
Westhampton Capital
North Carolina
$616K
CTC
599
Central Trust Company
Missouri
$611K
DP
600
Dearborn Partners
Illinois
$611K