OTIS icon

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 %
BONH
951
Bank of New Hampshire
New Hampshire
$157K +$2.48K +25 +2%
FMTCOCP
952
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K
BTI
953
Blue Trust Inc
Georgia
$142K -$101K -1,024 -42%
SWM
954
Spire Wealth Management
Virginia
$140K +$18.6K +188 +15%
SAM
955
Smartleaf Asset Management
Massachusetts
$140K -$66.5K -681 -32%
RMC
956
Resources Management Corp
Connecticut
$137K
FDCP
957
Foster Dykema Cabot & Partners
Massachusetts
$135K
ACA
958
Atlas Capital Advisors
Wyoming
$135K
AWM
959
AllSquare Wealth Management
New York
$134K
PFBT
960
Parkside Financial Bank & Trust
Missouri
$133K +$50.5K +510 +62%
CFO
961
CVA Family Office
Colorado
$132K -$3.47K -35 -3%
WB
962
Webster Bank
Connecticut
$131K -$27.2K -275 -17%
WPA
963
Wealth Preservation Advisors
Tennessee
$128K
CH
964
Cromwell Holdings
Wyoming
$127K +$4.65K +47 +4%
BSB
965
Bangor Savings Bank
Maine
$126K +$9.9K +100 +9%
CSC
966
Caldwell Sutter Capital
California
$125K
SC
967
Steph & Co
Wisconsin
$125K
AIM
968
Anchor Investment Management
South Carolina
$120K -$20K -202 -14%
MSE
969
MUFG Securities EMEA
United Kingdom
$116K +$116K +1,168 New
PAM
970
Parvin Asset Management
South Dakota
$110K
HDIM
971
Hanson & Doremus Investment Management
Vermont
$109K
C
972
Covestor
United Kingdom
$107K -$19.9K -201 -16%
UIA
973
Ulland Investment Advisors
Minnesota
$106K
OL
974
OneFund LLC
Florida
$105K +$105K +1,064 New
AEPWM
975
Atlantic Edge Private Wealth Management
Florida
$103K