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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 %
AssetMark Inc
776
AssetMark Inc
California
$307K +$203K +2,052 +195%
SMH
777
Sanders Morris Harris
Texas
$306K +$306K +3,087 New
FCP
778
Fidelis Capital Partners
Florida
$304K +$1.31K +15 +0.4%
CFG
779
Citizens Financial Group
Rhode Island
$304K +$28.6K +289 +10%
FFM
780
Forum Financial Management
Illinois
$304K +$11K +111 +4%
HTC
781
Haverford Trust Company
Pennsylvania
$303K +$100K +1,010 +49%
SWP
782
Sagespring Wealth Partners
Tennessee
$303K +$9.21K +93 +3%
BWAM
783
Boyd Watterson Asset Management
Ohio
$302K -$5.05K -51 -2%
TW
784
TritonPoint Wealth
Maryland
$302K -$19.6K -198 -6%
MPWT
785
MassMutual Private Wealth & Trust
Connecticut
$301K +$7.82K +79 +3%
PPWP
786
Premier Path Wealth Partners
New Jersey
$301K +$5.45K +55 +2%
GPI
787
General Partner Inc
Pennsylvania
$300K
RAM
788
Ramirez Asset Management
New York
$299K -$4.95K -50 -2%
DJSG
789
D.J. St. Germain
Massachusetts
$299K +$28.7K +290 +11%
HWMO
790
Heritage Wealth Management (Ohio)
Ohio
$299K
BL
791
Bleichroeder LP
New York
$297K
SFM
792
Systematic Financial Management
New Jersey
$297K
SLT
793
St Louis Trust
Missouri
$297K
HBW
794
Hazlett, Burt & Watson
West Virginia
$297K
MUAMU
795
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$297K
FFA
796
Farther Finance Advisors
California
$297K +$15K +151 +5%
MMPW
797
Mitchell McLeod Pugh & Williams
Alabama
$296K +$8.81K +89 +3%
MWM
798
Meridian Wealth Management
Kentucky
$295K -$4.36K -44 -1%
SMA
799
Sage Mountain Advisors
Georgia
$295K +$295K +2,984 New
FCBT
800
First Citizens Bank & Trust
North Carolina
$295K -$35.7K -361 -11%