OTIS icon

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
MF
926
Montis Financial
Massachusetts
$214K
PBC
927
Pavion Blue Capital
California
$213K
PFA
928
Pure Financial Advisors
California
$211K
MPI
929
Mairs & Power Inc
Minnesota
$211K
AG
930
Ascent Group
Virginia
$211K
ONB
931
Old National Bancorp
Indiana
$211K
DTL
932
Dynamic Technology Lab
Singapore
$210K
KWA
933
Kingswood Wealth Advisors
California
$208K
BFM
934
Boothbay Fund Management
New York
$208K
BMM
935
Berkshire Money Management
Massachusetts
$208K
NW
936
NewEdge Wealth
Pennsylvania
$208K
GWM
937
Geneos Wealth Management
Colorado
$208K
WSC
938
Wellington Shields & Co
New York
$207K
AF
939
Arrow Financial
New York
$205K
TWP
940
Tyche Wealth Partners
Texas
$203K
GAG
941
GM Advisory Group
New York
$202K
PP
942
PDS Planning
Ohio
$201K
CPA
943
Court Place Advisors
Maryland
$200K
IFWM
944
Institute for Wealth Management
Colorado
$200K
CSPIA
945
Cary Street Partners Investment Advisory
Virginia
$189K
Lazard Asset Management
946
Lazard Asset Management
New York
$186K
MCM
947
Manchester Capital Management
Vermont
$185K
DZ Bank
948
DZ Bank
Germany
$183K
NSIM
949
North Star Investment Management
Illinois
$181K
DMBA
950
Deseret Mutual Benefit Administrators
Utah
$171K