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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
MWM
851
Mission Wealth Management
California
$258K
DLA
852
Douglas Lane & Associates
New York
$256K
SC
853
Sapient Capital
Indiana
$256K
DAS
854
Dynamic Advisor Solutions
Arizona
$256K
PAS
855
PKS Advisory Services
New York
$255K
CC
856
Courier Capital
New York
$254K
FLPIM
857
F.L. Putnam Investment Management
Massachusetts
$254K
SWM
858
SeaCrest Wealth Management
New York
$253K
PFS
859
Prospera Financial Services
Texas
$253K
FPAS
860
Focus Partners Advisor Solutions
Missouri
$251K
FCMC
861
Founders Capital Management (Connecticut)
Connecticut
$251K
KFS
862
Keynote Financial Services
Connecticut
$251K
MPM
863
MBB Public Markets
Illinois
$250K
SFP
864
Sterling Financial Planning
New Jersey
$249K
BFA
865
Bragg Financial Advisors
North Carolina
$249K
GVAG
866
Great Valley Advisor Group
Delaware
$248K
GIA
867
GHP Investment Advisors
Colorado
$248K
CCT
868
Chemung Canal Trust
New York
$248K
AIMCA
869
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$248K
EH
870
Equitable Holdings
New York
$247K
LOAMU
871
Lombard Odier Asset Management (USA)
New York
$245K
VI
872
Versor Investments
New York
$245K
MNA
873
Manning & Napier Advisors
New York
$244K
LBC
874
Lowe Brockenbrough & Co
Virginia
$244K
BIG
875
Brooklyn Investment Group
New York
$243K