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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
AP
751
Americana Partners
Texas
$344K
FM
752
Foster & Motley
Ohio
$344K
NAM
753
NorthCrest Asset Manangement
Minnesota
$344K
MG
754
Mather Group
Illinois
$344K
BFO
755
Boston Family Office
Massachusetts
$343K
HSA
756
HBK Sorce Advisory
Pennsylvania
$340K
PI
757
PFG Investments
New York
$339K
BF
758
BOK Financial
Oklahoma
$339K
FNB
759
Farmers National Bank
Kentucky
$339K
FIM
760
Fruth Investment Management
Texas
$336K
NAM
761
NTV Asset Management
West Virginia
$333K
DWM
762
Defined Wealth Management
Oregon
$333K
TBA
763
Tower Bridge Advisors
Pennsylvania
$331K
TCA
764
Transcend Capital Advisors
New Jersey
$323K
AWM
765
Axxcess Wealth Management
California
$323K
AO
766
Advisor OS
Illinois
$322K
HCM
767
Howland Capital Management
Massachusetts
$322K
TH
768
TCTC Holdings
Texas
$322K
ILI
769
Invesco LLC (Illinois)
Illinois
$319K
IWM
770
IHT Wealth Management
Illinois
$319K
CAG
771
Crestwood Advisors Group
Massachusetts
$319K
BWP
772
BSW Wealth Partners
Colorado
$317K
FAFN
773
First Affirmative Financial Network
Colorado
$313K
Simplex Trading
774
Simplex Trading
Illinois
$312K
GDP
775
Great Diamond Partners
Maine
$312K