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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
GC
651
Guggenheim Capital
Illinois
$491K
FWTB
652
First Western Trust Bank
Colorado
$491K
MNBTD
653
Moody National Bank Trust Division
Texas
$490K
HIC
654
Holderness Investments Company
North Carolina
$490K
TPCW
655
TD Private Client Wealth
New York
$484K
PCP
656
Perbak Capital Partners
United Kingdom
$482K
VSQM
657
V-Square Quantitative Management
Illinois
$480K
COI
658
Connable Office Inc
Michigan
$479K
BCV
659
Banque Cantonale Vaudoise
Switzerland
$479K
CAU
660
Caxton Associates (UK)
$473K
MA
661
Montag & Associates
Georgia
$470K
SI
662
Stephens Inc
Arkansas
$469K
TWC
663
TD Waterhouse Canada
Ontario, Canada
$468K
HH
664
Hilltop Holdings
Texas
$465K
GL
665
Graypoint LLC
New York
$464K
DS
666
DRW Securities
Illinois
$462K
CHC
667
City Holding Co
West Virginia
$456K
CCA
668
Checchi Capital Advisers
California
$456K
VFA
669
Valeo Financial Advisors
Indiana
$454K
CWP
670
Core Wealth Partners
California
$453K
RCM
671
Radnor Capital Management
Pennsylvania
$451K
GCP
672
GSA Capital Partners
United Kingdom
$450K
PWAM
673
Private Wealth Asset Management
Iowa
$449K
1SB
674
1ST Source Bank
Indiana
$448K
EHC
675
Everett Harris & Co
California
$447K