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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
CCM
826
Coldstream Capital Management
Washington
$279K
AA
827
Ancora Advisors
Ohio
$278K
RWP
828
RWA Wealth Partners
Massachusetts
$277K
NECFA
829
New England Capital Financial Advisors
Connecticut
$277K
CAMG
830
CWA Asset Management Group
Florida
$276K
JMFC
831
J.M. Forbes & Co
Massachusetts
$275K
MMA
832
Miracle Mile Advisors
California
$275K
HS
833
Horan Securities
United States
$274K
BFS
834
Bard Financial Services
Connecticut
$274K
KOMWMG
835
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K
BAM
836
Blueshift Asset Management
New Jersey
$273K
ST
837
Sentinel Trust
Texas
$273K
CW
838
CreativeOne Wealth
Kansas
$272K
DA
839
Dover Advisors
Virginia
$268K
ST
840
Spinnaker Trust
Maine
$266K
COCM
841
Charter Oak Capital Management
New Hampshire
$265K
CCA
842
Cobblestone Capital Advisors
New York
$265K
LWANC
843
Laurel Wealth Advisors (North Carolina)
North Carolina
$264K
EWM
844
Empirical Wealth Management
Washington
$264K
ECM
845
Evergreen Capital Management
Washington
$264K
HCM
846
Howard Capital Management
Georgia
$264K
CT
847
Colonial Trust
South Carolina
$263K
MCM
848
Mengis Capital Management
Oregon
$262K
AC
849
AlphaCore Capital
California
$262K
SCA
850
Stonebridge Capital Advisors
Minnesota
$262K