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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
FFA
726
Fortune Financial Advisors
Kansas
$379K
AIP
727
Ameritas Investment Partners
Nebraska
$374K
RSWA
728
Robinson Smith Wealth Advisors
Maine
$374K
AWM
729
Arista Wealth Management
Nevada
$372K
RIL
730
Rothschild Investment LLC
Illinois
$371K
BRWA
731
B. Riley Wealth Advisors
Florida
$369K
BBA
732
Baader Bank Aktiengesellschaft
Germany
$368K
GI
733
GAMCO Investors
Connecticut
$366K
BTW
734
Boston Trust Walden
Massachusetts
$366K
RC
735
Rexford Capital
Texas
$365K
QEI
736
QSV Equity Investors
Illinois
$364K
ASN
737
Advisory Services Network
Georgia
$362K
KA
738
Kintegral Advisory
New York
$362K
GRP
739
Global Retirement Partners
California
$362K
GWM
740
GSB Wealth Management
Connecticut
$356K
AWM
741
Aberdeen Wealth Management
Illinois
$354K
VIM
742
Vancity Investment Management
British Columbia, Canada
$353K
BIA
743
Bell Investment Advisors
California
$351K
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$351K
SPI
745
Strategic Planning Inc
Ohio
$351K
PP
746
Patten & Patten
Tennessee
$347K
NB
747
Northwest Bancshares
Pennsylvania
$347K
CPIG
748
Chicago Partners Investment Group
Illinois
$347K
MMH
749
Menora Mivtachim Holdings
Israel
$347K
AA
750
Addison Advisors
Vermont
$346K