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Otis Worldwide

1,247 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
1,247
Holders Change
+19
Holders Change %
+1.55%
% of All Funds
16.71%
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 %
BAAM
676
Baker Avenue Asset Management
California
$442K -$31.8K -321 -7%
EWA
677
Exencial Wealth Advisors
Oklahoma
$441K +$10.1K +102 +2%
EM
678
Excalibur Management
Massachusetts
$439K -$8.91K -90 -2%
PA
679
Profund Advisors
Maryland
$439K +$40.9K +413 +10%
FTWA
680
Fifth Third Wealth Advisors
Ohio
$436K -$1.49K -15 -0.3%
TBT
681
Texas Bank & Trust
Texas
$436K
AWA
682
Aaron Wealth Advisors
Illinois
$435K -$97.4K -984 -18%
FC
683
Forte Capital
New York
$433K
PCM
684
Pointe Capital Management
Michigan
$428K
SVWAG
685
Sound View Wealth Advisors Group
Georgia
$428K +$19.5K +197 +5%
CI
686
CX Institutional
Indiana
$428K -$9.8K -99 -2%
SACTSONJ
687
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$426K
DMC
688
Drexel Morgan & Co
Pennsylvania
$425K
VCA
689
Verdence Capital Advisors
Maryland
$423K -$24.8K -250 -6%
BMO
690
Beck Mack & Oliver
New York
$419K -$16.3K -165 -4%
SQA
691
Simon Quick Advisors
New Jersey
$418K -$6.83K -69 -2%
SFG
692
Sovereign Financial Group
Connecticut
$417K -$29.4K -297 -7%
HW
693
Hancock Whitney
Mississippi
$416K +$202K +2,039 +94%
SIM
694
Sentry Investment Management
Wisconsin
$416K
UAG
695
United Advisor Group
Ohio
$415K +$415K +4,191 New
FRA
696
Frank Rimerman Advisors
California
$414K +$168K +1,699 +68%
FWCM
697
Ferguson Wellman Capital Management
Oregon
$413K -$73.5K -742 -15%
SWM
698
Shakespeare Wealth Management
Wisconsin
$412K
CIA
699
Choate Investment Advisors
Massachusetts
$407K -$20.4K -206 -5%
DDC
700
DF Dent & Co
Maryland
$405K -$653K -6,597 -62%