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 %
MYIA
976
Mount Yale Investment Advisors
Colorado
$102K +$102K +1,034 New
GM
977
GeoWealth Management
Illinois
$102K +$59.9K +605 +141%
GWP
978
Gen-Wealth Partners
Michigan
$101K
PEAK6
979
PEAK6
Illinois
$101K +$101K +1,024 New
EPIMS
980
Evelyn Partners Investment Management Services
$100K -$19.4K -189 -16%
CTWM
981
Cherry Tree Wealth Management
Minnesota
$100K -$1.78K -18 -2%
CAL
982
Capital Analysts LLC
Pennsylvania
$98K
ECM
983
Estabrook Capital Management
New York
$97.2K -$16.2K -164 -14%
MCM
984
MV Capital Management
Maryland
$96.1K +$99 +1 +0.1%
GBT
985
Grove Bank & Trust
Florida
$94.9K
PD
986
Point72 (DIFC)
United Arab Emirates
$91.7K +$91.7K +926 New
VNA
987
Valley National Advisers
Pennsylvania
$90K +$8.6K +88 +11%
ETC
988
Exchange Traded Concepts
Oklahoma
$86.4K -$22.3K -225 -20%
TSMHT
989
Thurston Springer Miller Herd & Titak
Indiana
$85.8K +$3.77K +38 +5%
MSFP
990
Mark Sheptoff Financial Planning
Connecticut
$82.5K
EWM
991
Evermay Wealth Management
Virginia
$81.4K
PSB
992
Piscataqua Savings Bank
New Hampshire
$81.4K -$1.49K -15 -2%
JEST
993
JTC Employer Solutions Trustee
Jersey
$81K
NAAA
994
New Age Alpha Advisors
New York
$80.6K -$495 -5 -0.6%
IBOK
995
Independence Bank of Kentucky
Kentucky
$80.3K
CT
996
Clearstead Trust
Maine
$79.7K
RA
997
Rise Advisors
New York
$79.4K +$7.23K +73 +10%
CAM
998
Costello Asset Management
Pennsylvania
$79.2K +$3.07K +31 +4%
IIM
999
Intact Investment Management
Quebec, Canada
$79.2K +$9.9K +100 +14%
BLC
1000
Brown, Lisle/Cummings
Rhode Island
$76.8K