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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
ESB
776
Essex Savings Bank
Connecticut
$310K
TIA
777
Tiemann Investment Advisors
California
$309K
LS
778
Livforsakringsbolaget Skandia
Sweden
$308K
JLBC
779
J.L. Bainbridge & Co
Florida
$308K
FFS
780
Founders Financial Securities
Maryland
$308K
CCB
781
Country Club Bank
Missouri
$308K
AssetMark Inc
782
AssetMark Inc
California
$307K
SMH
783
Sanders Morris Harris
Texas
$306K
FCP
784
Fidelis Capital Partners
Florida
$304K
CFG
785
Citizens Financial Group
Rhode Island
$304K
FFM
786
Forum Financial Management
Illinois
$304K
HTC
787
Haverford Trust Company
Pennsylvania
$303K
SWP
788
Sagespring Wealth Partners
Tennessee
$303K
BWAM
789
Boyd Watterson Asset Management
Ohio
$302K
TW
790
TritonPoint Wealth
Maryland
$302K
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$301K
PPWP
792
Premier Path Wealth Partners
New Jersey
$301K
GPI
793
General Partner Inc
Pennsylvania
$300K
RAM
794
Ramirez Asset Management
New York
$299K
DJSG
795
D.J. St. Germain
Massachusetts
$299K
HWMO
796
Heritage Wealth Management (Ohio)
Ohio
$299K
BL
797
Bleichroeder LP
New York
$297K
SFM
798
Systematic Financial Management
New Jersey
$297K
SLT
799
St Louis Trust
Missouri
$297K
HBW
800
Hazlett, Burt & Watson
West Virginia
$297K