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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
DDC
701
DF Dent & Co
Maryland
$405K
SC
702
Syon Capital
California
$401K
KIA
703
Kraematon Investment Advisors
Massachusetts
$399K
VCM
704
Versant Capital Management
Arizona
$399K
RCA
705
Resonant Capital Advisors
Wisconsin
$398K
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$397K
MAM
707
Mystic Asset Management
Rhode Island
$397K
KIA
708
Knollwood Investment Advisory
Maryland
$397K
CI
709
Corient IA
Florida
$396K
TTWM
710
TCV Trust & Wealth Management
Virginia
$395K
CP
711
CenterBook Partners
Connecticut
$394K
UB
712
UMB Bank
Missouri
$393K
CT
713
Caldwell Trust
Florida
$389K
PTC
714
Philadelphia Trust Company
Pennsylvania
$389K
AP
715
Atwood & Palmer
Missouri
$389K
AG
716
Algert Global
California
$388K
RWM
717
Rialto Wealth Management
New York
$388K
CI
718
Cigna Investments
Connecticut
$387K
FG
719
Fiduciary Group
Georgia
$385K
SCM
720
Shelton Capital Management
Colorado
$382K
WBC
721
Westpac Banking Corp
Australia
$382K
BB
722
Busey Bank
Illinois
$381K
AWM
723
AE Wealth Management
Kansas
$381K
FFA
724
Fortune Financial Advisors
Kansas
$379K
AIP
725
Ameritas Investment Partners
Nebraska
$374K