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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
MWM
801
Meridian Wealth Management
Kentucky
$295K
SMA
802
Sage Mountain Advisors
Georgia
$295K
FCBT
803
First Citizens Bank & Trust
North Carolina
$295K
P
804
Pitcairn
Pennsylvania
$294K
MP
805
McDonald Partners
Ohio
$292K
CT
806
Chicago Trust
Illinois
$289K
EFSCE
807
Enterprise Financial Services Corp (EFSC)
Missouri
$288K
SWMP
808
Signature Wealth Management Partners
New Jersey
$288K
RWM
809
Ritholtz Wealth Management
New York
$288K
LCM
810
LCM Capital Management
Illinois
$288K
FPL
811
Fortress Private Ledger
North Carolina
$287K
GLA
812
Great Lakes Advisors
Illinois
$286K
MOS
813
MGO One Seven
Ohio
$285K
AWM
814
Aprio Wealth Management
Georgia
$283K
FCM
815
Fourpath Capital Management
Oklahoma
$283K
CAG
816
Cypress Advisory Group
Arizona
$282K
FHA
817
Flagship Harbor Advisors
Massachusetts
$282K
AMIM
818
Aull & Monroe Investment Management
Alabama
$282K
RP
819
Riverwater Partners
Wisconsin
$282K
IA
820
Integrity Alliance
Iowa
$281K
CWP
821
Cyndeo Wealth Partners
Florida
$281K
SAM
822
S.A. Mason
Michigan
$279K
CCM
823
Coldstream Capital Management
Washington
$279K
AA
824
Ancora Advisors
Ohio
$278K
RWP
825
RWA Wealth Partners
Massachusetts
$277K