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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
MUAMU
801
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$297K
FFA
802
Farther Finance Advisors
California
$297K
MMPW
803
Mitchell McLeod Pugh & Williams
Alabama
$296K
MWM
804
Meridian Wealth Management
Kentucky
$295K
SMA
805
Sage Mountain Advisors
Georgia
$295K
FCBT
806
First Citizens Bank & Trust
North Carolina
$295K
P
807
Pitcairn
Pennsylvania
$294K
MP
808
McDonald Partners
Ohio
$292K
CT
809
Chicago Trust
Illinois
$289K
EFSCE
810
Enterprise Financial Services Corp (EFSC)
Missouri
$288K
SWMP
811
Signature Wealth Management Partners
New Jersey
$288K
RWM
812
Ritholtz Wealth Management
New York
$288K
LCM
813
LCM Capital Management
Illinois
$288K
FPL
814
Fortress Private Ledger
North Carolina
$287K
GLA
815
Great Lakes Advisors
Illinois
$286K
MOS
816
MGO One Seven
Ohio
$285K
AWM
817
Aprio Wealth Management
Georgia
$283K
FCM
818
Fourpath Capital Management
Oklahoma
$283K
CAG
819
Cypress Advisory Group
Arizona
$282K
FHA
820
Flagship Harbor Advisors
Massachusetts
$282K
AMIM
821
Aull & Monroe Investment Management
Alabama
$282K
RP
822
Riverwater Partners
Wisconsin
$282K
IA
823
Integrity Alliance
Iowa
$281K
CWP
824
Cyndeo Wealth Partners
Florida
$281K
SAM
825
S.A. Mason
Michigan
$279K