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
FFC
951
First Financial Corp
Indiana
$166K
IWA
952
Icon Wealth Advisors
Texas
$165K
ST
953
Smithfield Trust
Pennsylvania
$164K
ATC
954
Adirondack Trust Company
New York
$163K
HIA
955
Harbor Investment Advisory
Maryland
$161K
CNBTD
956
Citizens National Bank Trust Department
Mississippi
$159K
AAP
957
Arax Advisory Partners
Colorado
$158K
BONH
958
Bank of New Hampshire
New Hampshire
$157K
FMTCOCP
959
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K
BTI
960
Blue Trust Inc
Georgia
$142K
SWM
961
Spire Wealth Management
Virginia
$140K
SAM
962
Smartleaf Asset Management
Massachusetts
$140K
RMC
963
Resources Management Corp
Connecticut
$137K
FDCP
964
Foster Dykema Cabot & Partners
Massachusetts
$135K
ACA
965
Atlas Capital Advisors
Wyoming
$135K
AWM
966
AllSquare Wealth Management
New York
$134K
PFBT
967
Parkside Financial Bank & Trust
Missouri
$133K
CFO
968
CVA Family Office
Colorado
$132K
WB
969
Webster Bank
Connecticut
$131K
WPA
970
Wealth Preservation Advisors
Tennessee
$128K
CH
971
Cromwell Holdings
Wyoming
$127K
BSB
972
Bangor Savings Bank
Maine
$126K
CSC
973
Caldwell Sutter Capital
California
$125K
SC
974
Steph & Co
Wisconsin
$125K
AIM
975
Anchor Investment Management
South Carolina
$120K