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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
SWM
701
Shakespeare Wealth Management
Wisconsin
$412K
CIA
702
Choate Investment Advisors
Massachusetts
$407K
DDC
703
DF Dent & Co
Maryland
$405K
SC
704
Syon Capital
California
$401K
KIA
705
Kraematon Investment Advisors
Massachusetts
$399K
VCM
706
Versant Capital Management
Arizona
$399K
RCA
707
Resonant Capital Advisors
Wisconsin
$398K
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$397K
MAM
709
Mystic Asset Management
Rhode Island
$397K
KIA
710
Knollwood Investment Advisory
Maryland
$397K
CI
711
Corient IA
Florida
$396K
TTWM
712
TCV Trust & Wealth Management
Virginia
$395K
CP
713
CenterBook Partners
Connecticut
$394K
UB
714
UMB Bank
Missouri
$393K
CT
715
Caldwell Trust
Florida
$389K
PTC
716
Philadelphia Trust Company
Pennsylvania
$389K
AP
717
Atwood & Palmer
Missouri
$389K
AG
718
Algert Global
California
$388K
RWM
719
Rialto Wealth Management
New York
$388K
CI
720
Cigna Investments
Connecticut
$387K
FG
721
Fiduciary Group
Georgia
$385K
SCM
722
Shelton Capital Management
Colorado
$382K
WBC
723
Westpac Banking Corp
Australia
$382K
BB
724
Busey Bank
Illinois
$381K
AWM
725
AE Wealth Management
Kansas
$381K