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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
SVCP
901
Silicon Valley Capital Partners
California
$225K
SYBT
902
Stock Yards Bank & Trust
Kentucky
$225K
CF
903
Centaurus Financial
California
$224K
LAM
904
Longboard Asset Management
Arizona
$224K
GCM
905
GKV Capital Management
California
$223K
IA
906
IFP Advisors
Florida
$222K
SMCM
907
Sky-Mountain Capital Management
Idaho
$222K
SC
908
SouthState Corp
Florida
$221K
FNT
909
First National Trust
Pennsylvania
$220K
AWM
910
Angeles Wealth Management
California
$219K
OIA
911
Optimum Investment Advisors
Illinois
$218K
NIM
912
Northeast Investment Management
Massachusetts
$217K
FSC
913
Full Sail Capital
Oklahoma
$216K
ADL
914
Asset Dedication LLC
California
$216K
MA
915
MJP Associates
Connecticut
$216K
SCM
916
Schnieders Capital Management
California
$216K
Members Trust
917
Members Trust
Florida
$216K
NGA
918
Naples Global Advisors
Florida
$215K
PCM
919
Penserra Capital Management
California
$215K
HI
920
Harbour Investments
Wisconsin
$214K
PCS
921
Personal CFO Solutions
New Jersey
$214K
MF
922
Montis Financial
Massachusetts
$214K
PBC
923
Pavion Blue Capital
California
$213K
PFA
924
Pure Financial Advisors
California
$211K
MPI
925
Mairs & Power Inc
Minnesota
$211K