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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
GC
651
Grimes & Company
Massachusetts
$494K
OTL
652
Oak Thistle LLC
New York
$493K
GC
653
Guggenheim Capital
Illinois
$491K
FWTB
654
First Western Trust Bank
Colorado
$491K
MNBTD
655
Moody National Bank Trust Division
Texas
$490K
HIC
656
Holderness Investments Company
North Carolina
$490K
TPCW
657
TD Private Client Wealth
New York
$484K
PCP
658
Perbak Capital Partners
United Kingdom
$482K
VSQM
659
V-Square Quantitative Management
Illinois
$480K
COI
660
Connable Office Inc
Michigan
$479K
BCV
661
Banque Cantonale Vaudoise
Switzerland
$479K
CAU
662
Caxton Associates (UK)
$473K
MA
663
Montag & Associates
Georgia
$470K
SI
664
Stephens Inc
Arkansas
$469K
TWC
665
TD Waterhouse Canada
Ontario, Canada
$468K
HH
666
Hilltop Holdings
Texas
$465K
GL
667
Graypoint LLC
New York
$464K
DS
668
DRW Securities
Illinois
$462K
CHC
669
City Holding Co
West Virginia
$456K
CCA
670
Checchi Capital Advisers
California
$456K
VFA
671
Valeo Financial Advisors
Indiana
$454K
CWP
672
Core Wealth Partners
California
$453K
RCM
673
Radnor Capital Management
Pennsylvania
$451K
GCP
674
GSA Capital Partners
United Kingdom
$450K
PWAM
675
Private Wealth Asset Management
Iowa
$449K