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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
CTA
901
Colonial Trust Advisors
South Carolina
$229K
BSI
902
Bennett Selby Investments
Maine
$228K
WTA
903
Washington Trust Advisors
Massachusetts
$228K
AFG
904
Atomi Financial Group
New York
$227K
SVCP
905
Silicon Valley Capital Partners
California
$225K
SYBT
906
Stock Yards Bank & Trust
Kentucky
$225K
CF
907
Centaurus Financial
California
$224K
LAM
908
Longboard Asset Management
Arizona
$224K
GCM
909
GKV Capital Management
California
$223K
IA
910
IFP Advisors
Florida
$222K
SMCM
911
Sky-Mountain Capital Management
Idaho
$222K
SC
912
SouthState Corp
Florida
$221K
FNT
913
First National Trust
Pennsylvania
$220K
AWM
914
Angeles Wealth Management
California
$219K
OIA
915
Optimum Investment Advisors
Illinois
$218K
NIM
916
Northeast Investment Management
Massachusetts
$217K
FSC
917
Full Sail Capital
Oklahoma
$216K
ADL
918
Asset Dedication LLC
California
$216K
MA
919
MJP Associates
Connecticut
$216K
SCM
920
Schnieders Capital Management
California
$216K
Members Trust
921
Members Trust
Florida
$216K
NGA
922
Naples Global Advisors
Florida
$215K
PCM
923
Penserra Capital Management
California
$215K
HI
924
Harbour Investments
Wisconsin
$214K
PCS
925
Personal CFO Solutions
New Jersey
$214K