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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 %
KWA
926
Kingswood Wealth Advisors
California
$208K -$4.66K -47 -2%
BFM
927
Boothbay Fund Management
New York
$208K +$208K +2,103 New
BMM
928
Berkshire Money Management
Massachusetts
$208K +$9.9K +100 +5%
NW
929
NewEdge Wealth
Pennsylvania
$208K +$208K +2,378 New
GWM
930
Geneos Wealth Management
Colorado
$208K -$209K -2,114 -50%
WSC
931
Wellington Shields & Co
New York
$207K -$4.46K -45 -2%
AF
932
Arrow Financial
New York
$205K
TWP
933
Tyche Wealth Partners
Texas
$203K -$14.9K -150 -7%
GAG
934
GM Advisory Group
New York
$202K +$202K +2,038 New
PP
935
PDS Planning
Ohio
$201K +$6.73K +68 +3%
CPA
936
Court Place Advisors
Maryland
$200K -$4.95K -50 -2%
IFWM
937
Institute for Wealth Management
Colorado
$200K -$2.18K -22 -1%
CSPIA
938
Cary Street Partners Investment Advisory
Virginia
$189K +$1.88K +19 +1%
Lazard Asset Management
939
Lazard Asset Management
New York
$186K -$899K -9,113 -83%
MCM
940
Manchester Capital Management
Vermont
$185K -$15.1K -152 -8%
DZ Bank
941
DZ Bank
Germany
$183K
NSIM
942
North Star Investment Management
Illinois
$181K
DMBA
943
Deseret Mutual Benefit Administrators
Utah
$171K
FFC
944
First Financial Corp
Indiana
$166K -$396 -4 -0.2%
IWA
945
Icon Wealth Advisors
Texas
$165K +$165K +1,668 New
ST
946
Smithfield Trust
Pennsylvania
$164K
ATC
947
Adirondack Trust Company
New York
$163K -$27.7K -280 -15%
HIA
948
Harbor Investment Advisory
Maryland
$161K
CNBTD
949
Citizens National Bank Trust Department
Mississippi
$159K -$34.3K -346 -18%
AAP
950
Arax Advisory Partners
Colorado
$158K -$12.7K -128 -7%