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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
MPIA
876
Mountain Pacific Investment Advisers
Idaho
$243K
1C
877
111 Capital
France
$242K
SIG
878
Sky Investment Group
Connecticut
$241K
WANY
879
Wealthspire Advisors (New York)
New York
$240K
USCWA
880
U.S. Capital Wealth Advisors
Texas
$239K
FTC
881
Farmers Trust Company
Ohio
$239K
AAIS
882
ABN AMRO Investment Solutions
$239K
PPW
883
Parcion Private Wealth
Washington
$239K
CAM
884
Claret Asset Management
Quebec, Canada
$238K
LIM
885
Leavell Investment Management
Alabama
$238K
PCP
886
Proficio Capital Partners
Massachusetts
$237K
DCM
887
Donaldson Capital Management
Indiana
$236K
IF
888
Intrua Financial
Texas
$236K
PFM
889
Patton Fund Management
Texas
$235K
MCA
890
MSH Capital Advisors
Arizona
$234K
WT
891
Washington Trust
Rhode Island
$233K
CA
892
Capital Advantage
California
$233K
MYAM
893
Meiji Yasuda Asset Management
Japan
$233K
ICP
894
Interchange Capital Partners
Pennsylvania
$232K
SL
895
Sentry LLC
Tennessee
$232K
LI
896
LMCG Investments
Massachusetts
$232K
FHA
897
First Horizon Advisors
Tennessee
$231K
CCA
898
Childress Capital Advisors
Texas
$231K
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$230K
CGL
900
Clarius Group LLC
Washington
$230K