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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
NAM
751
NorthCrest Asset Manangement
Minnesota
$344K
MG
752
Mather Group
Illinois
$344K
BFO
753
Boston Family Office
Massachusetts
$343K
HSA
754
HBK Sorce Advisory
Pennsylvania
$340K
PI
755
PFG Investments
New York
$339K
BF
756
BOK Financial
Oklahoma
$339K
FNB
757
Farmers National Bank
Kentucky
$339K
FIM
758
Fruth Investment Management
Texas
$336K
NAM
759
NTV Asset Management
West Virginia
$333K
DWM
760
Defined Wealth Management
Oregon
$333K
TBA
761
Tower Bridge Advisors
Pennsylvania
$331K
TCA
762
Transcend Capital Advisors
New Jersey
$323K
AWM
763
Axxcess Wealth Management
California
$323K
AO
764
Advisor OS
Illinois
$322K
HCM
765
Howland Capital Management
Massachusetts
$322K
TH
766
TCTC Holdings
Texas
$322K
ILI
767
Invesco LLC (Illinois)
Illinois
$319K
IWM
768
IHT Wealth Management
Illinois
$319K
CAG
769
Crestwood Advisors Group
Massachusetts
$319K
BWP
770
BSW Wealth Partners
Colorado
$317K
Simplex Trading
771
Simplex Trading
Illinois
$312K
GDP
772
Great Diamond Partners
Maine
$312K
ESB
773
Essex Savings Bank
Connecticut
$310K
TIA
774
Tiemann Investment Advisors
California
$309K
LS
775
Livforsakringsbolaget Skandia
Sweden
$308K