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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
BSA
626
Bull Street Advisors
Georgia
$542K
WDA
627
Wendell David Associates
New Hampshire
$539K
MAMG
628
Milestone Asset Management Group
Connecticut
$531K
FCH
629
Freestone Capital Holdings
Washington
$527K
MC
630
Moors & Cabot
Massachusetts
$526K
PSP
631
Principal Street Partners
Tennessee
$526K
LGF
632
LGT Group Foundation
Liechtenstein
$525K
LNWWM
633
Laird Norton Wetherby Wealth Management
California
$525K
BJL
634
Brighton Jones LLC
Washington
$524K
PCIA
635
Prime Capital Investment Advisors
Kansas
$524K
ACA
636
Aptus Capital Advisors
Alabama
$520K
CWM
637
Congress Wealth Management
Massachusetts
$520K
FNFDCM
638
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$519K
GWP
639
Gateway Wealth Partners
Wisconsin
$519K
MM
640
Meridian Management
Arkansas
$515K
CRC
641
Curi RMB Capital
Illinois
$514K
VT
642
Vise Technologies
New York
$514K
SOS
643
Silver Oak Securities
Tennessee
$509K
JSW
644
Journey Strategic Wealth
New Jersey
$508K
ACM
645
Aster Capital Management
United Arab Emirates
$506K
VBCG
646
Valley Brook Capital Group
Pennsylvania
$502K
CSP
647
Cary Street Partners
Virginia
$498K
BT
648
Banque Transatlantique
France
$498K
GC
649
Grimes & Company
Massachusetts
$494K
OTL
650
Oak Thistle LLC
New York
$493K