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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 %
P
801
Pitcairn
Pennsylvania
$294K -$144K -1,455 -33%
MP
802
McDonald Partners
Ohio
$292K -$495 -5 -0.2%
CT
803
Chicago Trust
Illinois
$289K -$2.87K -29 -1%
EFSCE
804
Enterprise Financial Services Corp (EFSC)
Missouri
$288K +$4.85K +49 +2%
SWMP
805
Signature Wealth Management Partners
New Jersey
$288K
RWM
806
Ritholtz Wealth Management
New York
$288K +$198 +2 +0.1%
LCM
807
LCM Capital Management
Illinois
$288K
FPL
808
Fortress Private Ledger
North Carolina
$287K +$88K +889 +44%
GLA
809
Great Lakes Advisors
Illinois
$286K +$16.3K +165 +6%
MOS
810
MGO One Seven
Ohio
$285K +$285K +2,878 New
AWM
811
Aprio Wealth Management
Georgia
$283K -$107K -1,080 -27%
FCM
812
Fourpath Capital Management
Oklahoma
$283K
CAG
813
Cypress Advisory Group
Arizona
$282K -$4.95K -50 -2%
FHA
814
Flagship Harbor Advisors
Massachusetts
$282K -$12.8K -129 -4%
AMIM
815
Aull & Monroe Investment Management
Alabama
$282K -$131K -1,325 -32%
RP
816
Riverwater Partners
Wisconsin
$282K -$4.16K -42 -1%
IA
817
Integrity Alliance
Iowa
$281K -$359K -3,628 -56%
CWP
818
Cyndeo Wealth Partners
Florida
$281K
SAM
819
S.A. Mason
Michigan
$279K -$6.54K -66 -2%
CCM
820
Coldstream Capital Management
Washington
$279K -$5.25K -53 -2%
AA
821
Ancora Advisors
Ohio
$278K +$3.66K +37 +1%
RWP
822
RWA Wealth Partners
Massachusetts
$277K -$99 -1 -0%
NECFA
823
New England Capital Financial Advisors
Connecticut
$277K +$792 +8 +0.3%
CAMG
824
CWA Asset Management Group
Florida
$276K +$25K +252 +10%
JMFC
825
J.M. Forbes & Co
Massachusetts
$275K -$2.28K -23 -0.8%