OTIS icon

Otis Worldwide

1,258 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, 452 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: 452

Holders
1,258
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
MSE
976
MUFG Securities EMEA
United Kingdom
$116K
PAM
977
Parvin Asset Management
South Dakota
$110K
HDIM
978
Hanson & Doremus Investment Management
Vermont
$109K
C
979
Covestor
United Kingdom
$107K
UIA
980
Ulland Investment Advisors
Minnesota
$106K
OL
981
OneFund LLC
Florida
$105K
AEPWM
982
Atlantic Edge Private Wealth Management
Florida
$103K
MYIA
983
Mount Yale Investment Advisors
Colorado
$102K
GM
984
GeoWealth Management
Illinois
$102K
GWP
985
Gen-Wealth Partners
Michigan
$101K
PEAK6
986
PEAK6
Illinois
$101K
CTWM
987
Cherry Tree Wealth Management
Minnesota
$100K
CAL
988
Capital Analysts LLC
Pennsylvania
$98K
ECM
989
Estabrook Capital Management
New York
$97.2K
MCM
990
MV Capital Management
Maryland
$96.1K
GBT
991
Grove Bank & Trust
Florida
$94.9K
PD
992
Point72 (DIFC)
United Arab Emirates
$91.7K
VNA
993
Valley National Advisers
Pennsylvania
$90K
ETC
994
Exchange Traded Concepts
Oklahoma
$86.4K
TSMHT
995
Thurston Springer Miller Herd & Titak
Indiana
$85.8K
EPIMS
996
Evelyn Partners Investment Management Services
$85.4K
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
$82.5K
EWM
998
Evermay Wealth Management
Virginia
$81.4K
PSB
999
Piscataqua Savings Bank
New Hampshire
$81.4K
JEST
1000
JTC Employer Solutions Trustee
Jersey
$81K