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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
EWA
676
EverSource Wealth Advisors
Alabama
$447K
GF
677
Gabelli Funds
New York
$446K
BAAM
678
Baker Avenue Asset Management
California
$442K
EWA
679
Exencial Wealth Advisors
Oklahoma
$441K
EM
680
Excalibur Management
Massachusetts
$439K
PA
681
Profund Advisors
Maryland
$439K
FTWA
682
Fifth Third Wealth Advisors
Ohio
$436K
TBT
683
Texas Bank & Trust
Texas
$436K
AWA
684
Aaron Wealth Advisors
Illinois
$435K
FC
685
Forte Capital
New York
$433K
PCM
686
Pointe Capital Management
Michigan
$428K
SVWAG
687
Sound View Wealth Advisors Group
Georgia
$428K
CI
688
CX Institutional
Indiana
$428K
SACTSONJ
689
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$426K
DMC
690
Drexel Morgan & Co
Pennsylvania
$425K
VCA
691
Verdence Capital Advisors
Maryland
$423K
BMO
692
Beck Mack & Oliver
New York
$419K
SFG
693
Sovereign Financial Group
Connecticut
$417K
HW
694
Hancock Whitney
Mississippi
$416K
SIM
695
Sentry Investment Management
Wisconsin
$416K
UAG
696
United Advisor Group
Ohio
$415K
FRA
697
Frank Rimerman Advisors
California
$414K
FWCM
698
Ferguson Wellman Capital Management
Oregon
$413K
SWM
699
Shakespeare Wealth Management
Wisconsin
$412K
CIA
700
Choate Investment Advisors
Massachusetts
$407K