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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
AG
926
Ascent Group
Virginia
$211K
ONB
927
Old National Bancorp
Indiana
$211K
DTL
928
Dynamic Technology Lab
Singapore
$210K
KWA
929
Kingswood Wealth Advisors
California
$208K
BFM
930
Boothbay Fund Management
New York
$208K
BMM
931
Berkshire Money Management
Massachusetts
$208K
NW
932
NewEdge Wealth
Pennsylvania
$208K
GWM
933
Geneos Wealth Management
Colorado
$208K
WSC
934
Wellington Shields & Co
New York
$207K
AF
935
Arrow Financial
New York
$205K
TWP
936
Tyche Wealth Partners
Texas
$203K
GAG
937
GM Advisory Group
New York
$202K
PP
938
PDS Planning
Ohio
$201K
CPA
939
Court Place Advisors
Maryland
$200K
IFWM
940
Institute for Wealth Management
Colorado
$200K
CSPIA
941
Cary Street Partners Investment Advisory
Virginia
$189K
Lazard Asset Management
942
Lazard Asset Management
New York
$186K
MCM
943
Manchester Capital Management
Vermont
$185K
DZ Bank
944
DZ Bank
Germany
$183K
NSIM
945
North Star Investment Management
Illinois
$181K
DMBA
946
Deseret Mutual Benefit Administrators
Utah
$171K
FFC
947
First Financial Corp
Indiana
$166K
IWA
948
Icon Wealth Advisors
Texas
$165K
ST
949
Smithfield Trust
Pennsylvania
$164K
ATC
950
Adirondack Trust Company
New York
$163K