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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 %
HSA
751
HBK Sorce Advisory
Pennsylvania
$340K +$3.47K +35 +1%
PI
752
PFG Investments
New York
$339K +$12K +121 +4%
BF
753
BOK Financial
Oklahoma
$339K +$26.5K +268 +8%
FNB
754
Farmers National Bank
Kentucky
$339K
FIM
755
Fruth Investment Management
Texas
$336K
NAM
756
NTV Asset Management
West Virginia
$333K
DWM
757
Defined Wealth Management
Oregon
$333K +$792 +8 +0.2%
TBA
758
Tower Bridge Advisors
Pennsylvania
$331K
TCA
759
Transcend Capital Advisors
New Jersey
$323K +$323K +3,265 New
AWM
760
Axxcess Wealth Management
California
$323K -$3.17K -32 -1%
AO
761
Advisor OS
Illinois
$322K +$4.85K +49 +2%
HCM
762
Howland Capital Management
Massachusetts
$322K +$39.6K +400 +14%
TH
763
TCTC Holdings
Texas
$322K
ILI
764
Invesco LLC (Illinois)
Illinois
$319K -$2.97K -30 -0.9%
IWM
765
IHT Wealth Management
Illinois
$319K -$146K -1,470 -31%
CAG
766
Crestwood Advisors Group
Massachusetts
$319K -$4.36K -44 -1%
BWP
767
BSW Wealth Partners
Colorado
$317K -$57.4K -580 -15%
Simplex Trading
768
Simplex Trading
Illinois
$312K +$312K +3,151 New
GDP
769
Great Diamond Partners
Maine
$312K +$312K +3,147 New
ESB
770
Essex Savings Bank
Connecticut
$310K -$30.5K -308 -9%
TIA
771
Tiemann Investment Advisors
California
$309K -$3.47K -35 -1%
LS
772
Livforsakringsbolaget Skandia
Sweden
$308K
JLBC
773
J.L. Bainbridge & Co
Florida
$308K +$2.67K +27 +0.9%
FFS
774
Founders Financial Securities
Maryland
$308K +$1.49K +15 +0.5%
CCB
775
Country Club Bank
Missouri
$308K -$7.32K -75 -2%