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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
USCWA
876
U.S. Capital Wealth Advisors
Texas
$239K
FTC
877
Farmers Trust Company
Ohio
$239K
AAIS
878
ABN AMRO Investment Solutions
$239K
PPW
879
Parcion Private Wealth
Washington
$239K
CAM
880
Claret Asset Management
Quebec, Canada
$238K
LIM
881
Leavell Investment Management
Alabama
$238K
PCP
882
Proficio Capital Partners
Massachusetts
$237K
DCM
883
Donaldson Capital Management
Indiana
$236K
IF
884
Intrua Financial
Texas
$236K
PFM
885
Patton Fund Management
Texas
$235K
MCA
886
MSH Capital Advisors
Arizona
$234K
WT
887
Washington Trust
Rhode Island
$233K
CA
888
Capital Advantage
California
$233K
MYAM
889
Meiji Yasuda Asset Management
Japan
$233K
ICP
890
Interchange Capital Partners
Pennsylvania
$232K
SL
891
Sentry LLC
Tennessee
$232K
LI
892
LMCG Investments
Massachusetts
$232K
FHA
893
First Horizon Advisors
Tennessee
$231K
CCA
894
Childress Capital Advisors
Texas
$231K
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
$230K
CGL
896
Clarius Group LLC
Washington
$230K
CTA
897
Colonial Trust Advisors
South Carolina
$229K
BSI
898
Bennett Selby Investments
Maine
$228K
WTA
899
Washington Trust Advisors
Massachusetts
$228K
AFG
900
Atomi Financial Group
New York
$227K