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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
JLBC
776
J.L. Bainbridge & Co
Florida
$308K
FFS
777
Founders Financial Securities
Maryland
$308K
CCB
778
Country Club Bank
Missouri
$308K
AssetMark Inc
779
AssetMark Inc
California
$307K
SMH
780
Sanders Morris Harris
Texas
$306K
FCP
781
Fidelis Capital Partners
Florida
$304K
CFG
782
Citizens Financial Group
Rhode Island
$304K
FFM
783
Forum Financial Management
Illinois
$304K
HTC
784
Haverford Trust Company
Pennsylvania
$303K
SWP
785
Sagespring Wealth Partners
Tennessee
$303K
BWAM
786
Boyd Watterson Asset Management
Ohio
$302K
TW
787
TritonPoint Wealth
Maryland
$302K
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$301K
PPWP
789
Premier Path Wealth Partners
New Jersey
$301K
GPI
790
General Partner Inc
Pennsylvania
$300K
RAM
791
Ramirez Asset Management
New York
$299K
DJSG
792
D.J. St. Germain
Massachusetts
$299K
HWMO
793
Heritage Wealth Management (Ohio)
Ohio
$299K
SLT
794
St Louis Trust
Missouri
$297K
BL
795
Bleichroeder LP
New York
$297K
SFM
796
Systematic Financial Management
New Jersey
$297K
MUAMU
797
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$297K
HBW
798
Hazlett, Burt & Watson
West Virginia
$297K
FFA
799
Farther Finance Advisors
California
$297K
MMPW
800
Mitchell McLeod Pugh & Williams
Alabama
$296K