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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 %
MMA
826
Miracle Mile Advisors
California
$275K +$5.35K +54 +2%
HS
827
Horan Securities
United States
$274K +$198 +2 +0.1%
BFS
828
Bard Financial Services
Connecticut
$274K -$28.2K -285 -9%
KOMWMG
829
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K
BAM
830
Blueshift Asset Management
New Jersey
$273K +$273K +2,759 New
ST
831
Sentinel Trust
Texas
$273K -$198 -2 -0.1%
CW
832
CreativeOne Wealth
Kansas
$272K -$2.18K -22 -0.8%
DA
833
Dover Advisors
Virginia
$268K -$23.3K -235 -8%
ST
834
Spinnaker Trust
Maine
$266K
COCM
835
Charter Oak Capital Management
New Hampshire
$265K +$15.5K +157 +6%
CCA
836
Cobblestone Capital Advisors
New York
$265K +$18.7K +189 +8%
EWM
837
Empirical Wealth Management
Washington
$264K -$67.3K -680 -20%
ECM
838
Evergreen Capital Management
Washington
$264K +$15.7K +159 +6%
HCM
839
Howard Capital Management
Georgia
$264K +$28.2K +285 +12%
CT
840
Colonial Trust
South Carolina
$263K -$990 -10 -0.4%
MCM
841
Mengis Capital Management
Oregon
$262K +$262K +2,650 New
AC
842
AlphaCore Capital
California
$262K +$262K +2,644 New
SCA
843
Stonebridge Capital Advisors
Minnesota
$262K -$9.41K -95 -3%
MWM
844
Mission Wealth Management
California
$258K +$2.18K +22 +0.9%
DLA
845
Douglas Lane & Associates
New York
$256K -$16.4K -166 -6%
SC
846
Sapient Capital
Indiana
$256K -$693 -7 -0.3%
DAS
847
Dynamic Advisor Solutions
Arizona
$256K -$11.4K -115 -4%
PAS
848
PKS Advisory Services
New York
$255K +$12K +121 +5%
CC
849
Courier Capital
New York
$254K
FLPIM
850
F.L. Putnam Investment Management
Massachusetts
$254K -$1.98K -20 -0.8%