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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 %
SC
701
Syon Capital
California
$401K +$56.4K +570 +16%
KIA
702
Kraematon Investment Advisors
Massachusetts
$399K +$990 +10 +0.2%
VCM
703
Versant Capital Management
Arizona
$399K -$1.29K -13 -0.3%
RCA
704
Resonant Capital Advisors
Wisconsin
$398K +$31.5K +318 +9%
BHWM
705
Bar Harbor Wealth Management
New Hampshire
$397K -$2.48K -25 -0.6%
MAM
706
Mystic Asset Management
Rhode Island
$397K -$14.9K -150 -4%
KIA
707
Knollwood Investment Advisory
Maryland
$397K
CI
708
Corient IA
Florida
$396K
TTWM
709
TCV Trust & Wealth Management
Virginia
$395K -$54.7K -552 -12%
CP
710
CenterBook Partners
Connecticut
$394K +$394K +3,975 New
UB
711
UMB Bank
Missouri
$393K -$79.8K -806 -17%
PTC
712
Philadelphia Trust Company
Pennsylvania
$389K -$3.47K -35 -0.9%
AP
713
Atwood & Palmer
Missouri
$389K
AG
714
Algert Global
California
$388K +$388K +3,920 New
RWM
715
Rialto Wealth Management
New York
$388K +$1.39K +14 +0.4%
CI
716
Cigna Investments
Connecticut
$387K -$10.3K -104 -3%
FG
717
Fiduciary Group
Georgia
$385K -$19.8K -200 -5%
SCM
718
Shelton Capital Management
Colorado
$382K +$136K +1,374 +55%
WBC
719
Westpac Banking Corp
Australia
$382K +$52.3K +528 +16%
BB
720
Busey Bank
Illinois
$381K -$17.6K -178 -4%
AWM
721
AE Wealth Management
Kansas
$381K +$42.9K +433 +13%
FFA
722
Fortune Financial Advisors
Kansas
$379K +$24.6K +248 +7%
AIP
723
Ameritas Investment Partners
Nebraska
$374K
RSWA
724
Robinson Smith Wealth Advisors
Maine
$374K -$2.87K -29 -0.8%
AWM
725
Arista Wealth Management
Nevada
$372K +$372K +3,761 New