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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
CM
626
Caption Management
Oklahoma
$545K
NONA
627
Ninety One North America
New York
$544K
BSA
628
Bull Street Advisors
Georgia
$542K
WDA
629
Wendell David Associates
New Hampshire
$539K
MAMG
630
Milestone Asset Management Group
Connecticut
$531K
FCH
631
Freestone Capital Holdings
Washington
$527K
MC
632
Moors & Cabot
Massachusetts
$526K
PSP
633
Principal Street Partners
Tennessee
$526K
LGF
634
LGT Group Foundation
Liechtenstein
$525K
LNWWM
635
Laird Norton Wetherby Wealth Management
California
$525K
BJL
636
Brighton Jones LLC
Washington
$524K
PCIA
637
Prime Capital Investment Advisors
Kansas
$524K
ACA
638
Aptus Capital Advisors
Alabama
$520K
CWM
639
Congress Wealth Management
Massachusetts
$520K
FNFDCM
640
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$519K
GWP
641
Gateway Wealth Partners
Wisconsin
$519K
MM
642
Meridian Management
Arkansas
$515K
CRC
643
Curi RMB Capital
Illinois
$514K
VT
644
Vise Technologies
New York
$514K
SOS
645
Silver Oak Securities
Tennessee
$509K
JSW
646
Journey Strategic Wealth
New Jersey
$508K
ACM
647
Aster Capital Management
United Arab Emirates
$506K
VBCG
648
Valley Brook Capital Group
Pennsylvania
$502K
CSP
649
Cary Street Partners
Virginia
$498K
BT
650
Banque Transatlantique
France
$498K