OTIS icon

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
1SB
676
1ST Source Bank
Indiana
$448K
EHC
677
Everett Harris & Co
California
$447K
EWA
678
EverSource Wealth Advisors
Alabama
$447K
GF
679
Gabelli Funds
New York
$446K
BAAM
680
Baker Avenue Asset Management
California
$442K
EWA
681
Exencial Wealth Advisors
Oklahoma
$441K
EM
682
Excalibur Management
Massachusetts
$439K
PA
683
Profund Advisors
Maryland
$439K
FTWA
684
Fifth Third Wealth Advisors
Ohio
$436K
TBT
685
Texas Bank & Trust
Texas
$436K
AWA
686
Aaron Wealth Advisors
Illinois
$435K
FC
687
Forte Capital
New York
$433K
PCM
688
Pointe Capital Management
Michigan
$428K
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$428K
CI
690
CX Institutional
Indiana
$428K
SACTSONJ
691
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$426K
DMC
692
Drexel Morgan & Co
Pennsylvania
$425K
VCA
693
Verdence Capital Advisors
Maryland
$423K
BMO
694
Beck Mack & Oliver
New York
$419K
SFG
695
Sovereign Financial Group
Connecticut
$417K
HW
696
Hancock Whitney
Mississippi
$416K
SIM
697
Sentry Investment Management
Wisconsin
$416K
UAG
698
United Advisor Group
Ohio
$415K
FRA
699
Frank Rimerman Advisors
California
$414K
FWCM
700
Ferguson Wellman Capital Management
Oregon
$413K