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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 %
MAMG
626
Milestone Asset Management Group
Connecticut
$531K +$495 +5 +0.1%
FCH
627
Freestone Capital Holdings
Washington
$527K +$1.58K +16 +0.3%
MC
628
Moors & Cabot
Massachusetts
$526K +$31.4K +317 +6%
PSP
629
Principal Street Partners
Tennessee
$526K +$230K +2,322 +78%
LGF
630
LGT Group Foundation
Liechtenstein
$525K
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$525K +$525K +5,302 New
BJL
632
Brighton Jones LLC
Washington
$524K +$211K +2,133 +68%
PCIA
633
Prime Capital Investment Advisors
Kansas
$524K -$25.7K -260 -5%
ACA
634
Aptus Capital Advisors
Alabama
$520K +$15.3K +155 +3%
CWM
635
Congress Wealth Management
Massachusetts
$520K +$162K +1,633 +45%
FNFDCM
636
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$519K -$61.3K -619 -11%
GWP
637
Gateway Wealth Partners
Wisconsin
$519K +$99 +1 +0%
MM
638
Meridian Management
Arkansas
$515K -$3.69K -43 -0.7%
CRC
639
Curi RMB Capital
Illinois
$514K +$514K +5,195 New
VT
640
Vise Technologies
New York
$514K +$514K +5,188 New
SOS
641
Silver Oak Securities
Tennessee
$509K +$2.28K +23 +0.4%
JSW
642
Journey Strategic Wealth
New Jersey
$508K +$254K +2,566 +100%
ACM
643
Aster Capital Management
United Arab Emirates
$506K +$506K +5,113 New
VBCG
644
Valley Brook Capital Group
Pennsylvania
$502K
CSP
645
Cary Street Partners
Virginia
$498K -$4.26K -43 -0.8%
BT
646
Banque Transatlantique
France
$498K -$34K -342 -6%
GC
647
Grimes & Company
Massachusetts
$494K -$693 -7 -0.1%
OTL
648
Oak Thistle LLC
New York
$493K +$493K +4,979 New
GC
649
Guggenheim Capital
Illinois
$491K -$189K -1,909 -28%
FWTB
650
First Western Trust Bank
Colorado
$491K