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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 %
PPW
876
Parcion Private Wealth
Washington
$239K +$239K +2,411 New
CAM
877
Claret Asset Management
Quebec, Canada
$238K +$238K +2,408 New
LIM
878
Leavell Investment Management
Alabama
$238K -$4.36K -44 -2%
PCP
879
Proficio Capital Partners
Massachusetts
$237K +$27K +273 +13%
DCM
880
Donaldson Capital Management
Indiana
$236K -$20K -202 -8%
IF
881
Intrua Financial
Texas
$236K -$29K -293 -11%
PFM
882
Patton Fund Management
Texas
$235K +$235K +2,369 New
MCA
883
MSH Capital Advisors
Arizona
$234K +$12.1K +122 +5%
WT
884
Washington Trust
Rhode Island
$233K -$49.7K -502 -18%
CA
885
Capital Advantage
California
$233K -$1.98K -20 -0.8%
MYAM
886
Meiji Yasuda Asset Management
Japan
$233K -$366K -3,695 -61%
ICP
887
Interchange Capital Partners
Pennsylvania
$232K +$6.24K +63 +3%
SL
888
Sentry LLC
Tennessee
$232K
LI
889
LMCG Investments
Massachusetts
$232K
FHA
890
First Horizon Advisors
Tennessee
$231K +$29.7K +300 +15%
CCA
891
Childress Capital Advisors
Texas
$231K +$7.62K +77 +3%
PFGIA
892
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$5.84K -59 -2%
CGL
893
Clarius Group LLC
Washington
$230K -$37.6K -380 -14%
CTA
894
Colonial Trust Advisors
South Carolina
$229K
BSI
895
Bennett Selby Investments
Maine
$228K +$12.9K +130 +6%
WTA
896
Washington Trust Advisors
Massachusetts
$228K
AFG
897
Atomi Financial Group
New York
$227K -$74.6K -753 -25%
SVCP
898
Silicon Valley Capital Partners
California
$225K
SYBT
899
Stock Yards Bank & Trust
Kentucky
$225K +$1.49K +15 +0.7%
CF
900
Centaurus Financial
California
$224K -$2.08K -21 -0.9%