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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
HIA
951
Harbor Investment Advisory
Maryland
$161K
CNBTD
952
Citizens National Bank Trust Department
Mississippi
$159K
AAP
953
Arax Advisory Partners
Colorado
$158K
BONH
954
Bank of New Hampshire
New Hampshire
$157K
FMTCOCP
955
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K
BTI
956
Blue Trust Inc
Georgia
$142K
SWM
957
Spire Wealth Management
Virginia
$140K
SAM
958
Smartleaf Asset Management
Massachusetts
$140K
RMC
959
Resources Management Corp
Connecticut
$137K
FDCP
960
Foster Dykema Cabot & Partners
Massachusetts
$135K
ACA
961
Atlas Capital Advisors
Wyoming
$135K
AWM
962
AllSquare Wealth Management
New York
$134K
PFBT
963
Parkside Financial Bank & Trust
Missouri
$133K
CFO
964
CVA Family Office
Colorado
$132K
WB
965
Webster Bank
Connecticut
$131K
WPA
966
Wealth Preservation Advisors
Tennessee
$128K
CH
967
Cromwell Holdings
Wyoming
$127K
BSB
968
Bangor Savings Bank
Maine
$126K
CSC
969
Caldwell Sutter Capital
California
$125K
SC
970
Steph & Co
Wisconsin
$125K
AIM
971
Anchor Investment Management
South Carolina
$120K
MSE
972
MUFG Securities EMEA
United Kingdom
$116K
PAM
973
Parvin Asset Management
South Dakota
$110K
HDIM
974
Hanson & Doremus Investment Management
Vermont
$109K
C
975
Covestor
United Kingdom
$107K