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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
NECFA
826
New England Capital Financial Advisors
Connecticut
$277K
CAMG
827
CWA Asset Management Group
Florida
$276K
JMFC
828
J.M. Forbes & Co
Massachusetts
$275K
MMA
829
Miracle Mile Advisors
California
$275K
HS
830
Horan Securities
United States
$274K
BFS
831
Bard Financial Services
Connecticut
$274K
KOMWMG
832
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$274K
BAM
833
Blueshift Asset Management
New Jersey
$273K
ST
834
Sentinel Trust
Texas
$273K
CW
835
CreativeOne Wealth
Kansas
$272K
DA
836
Dover Advisors
Virginia
$268K
ST
837
Spinnaker Trust
Maine
$266K
COCM
838
Charter Oak Capital Management
New Hampshire
$265K
CCA
839
Cobblestone Capital Advisors
New York
$265K
EWM
840
Empirical Wealth Management
Washington
$264K
ECM
841
Evergreen Capital Management
Washington
$264K
HCM
842
Howard Capital Management
Georgia
$264K
CT
843
Colonial Trust
South Carolina
$263K
MCM
844
Mengis Capital Management
Oregon
$262K
AC
845
AlphaCore Capital
California
$262K
SCA
846
Stonebridge Capital Advisors
Minnesota
$262K
MWM
847
Mission Wealth Management
California
$258K
DLA
848
Douglas Lane & Associates
New York
$256K
SC
849
Sapient Capital
Indiana
$256K
DAS
850
Dynamic Advisor Solutions
Arizona
$256K