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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
RSWA
726
Robinson Smith Wealth Advisors
Maine
$374K
AWM
727
Arista Wealth Management
Nevada
$372K
RIL
728
Rothschild Investment LLC
Illinois
$371K
BRWA
729
B. Riley Wealth Advisors
Florida
$369K
BBA
730
Baader Bank Aktiengesellschaft
Germany
$368K
GI
731
GAMCO Investors
Connecticut
$366K
BTW
732
Boston Trust Walden
Massachusetts
$366K
RC
733
Rexford Capital
Texas
$365K
QEI
734
QSV Equity Investors
Illinois
$364K
ASN
735
Advisory Services Network
Georgia
$362K
KA
736
Kintegral Advisory
New York
$362K
GRP
737
Global Retirement Partners
California
$362K
GWM
738
GSB Wealth Management
Connecticut
$356K
AWM
739
Aberdeen Wealth Management
Illinois
$354K
VIM
740
Vancity Investment Management
British Columbia, Canada
$353K
BIA
741
Bell Investment Advisors
California
$351K
PWMAG
742
Pinnacle Wealth Management Advisory Group
New Jersey
$351K
SPI
743
Strategic Planning Inc
Ohio
$351K
PP
744
Patten & Patten
Tennessee
$347K
NB
745
Northwest Bancshares
Pennsylvania
$347K
CPIG
746
Chicago Partners Investment Group
Illinois
$347K
MMH
747
Menora Mivtachim Holdings
Israel
$347K
AA
748
Addison Advisors
Vermont
$346K
AP
749
Americana Partners
Texas
$344K
FM
750
Foster & Motley
Ohio
$344K