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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
UIA
976
Ulland Investment Advisors
Minnesota
$106K
OL
977
OneFund LLC
Florida
$105K
AEPWM
978
Atlantic Edge Private Wealth Management
Florida
$103K
MYIA
979
Mount Yale Investment Advisors
Colorado
$102K
GM
980
GeoWealth Management
Illinois
$102K
GWP
981
Gen-Wealth Partners
Michigan
$101K
PEAK6
982
PEAK6
Illinois
$101K
EPIMS
983
Evelyn Partners Investment Management Services
$100K
CTWM
984
Cherry Tree Wealth Management
Minnesota
$100K
CAL
985
Capital Analysts LLC
Pennsylvania
$98K
ECM
986
Estabrook Capital Management
New York
$97.2K
MCM
987
MV Capital Management
Maryland
$96.1K
GBT
988
Grove Bank & Trust
Florida
$94.9K
PD
989
Point72 (DIFC)
United Arab Emirates
$91.7K
VNA
990
Valley National Advisers
Pennsylvania
$90K
ETC
991
Exchange Traded Concepts
Oklahoma
$86.4K
TSMHT
992
Thurston Springer Miller Herd & Titak
Indiana
$85.8K
MSFP
993
Mark Sheptoff Financial Planning
Connecticut
$82.5K
EWM
994
Evermay Wealth Management
Virginia
$81.4K
PSB
995
Piscataqua Savings Bank
New Hampshire
$81.4K
JEST
996
JTC Employer Solutions Trustee
Jersey
$81K
NAAA
997
New Age Alpha Advisors
New York
$80.6K
IBOK
998
Independence Bank of Kentucky
Kentucky
$80.3K
CT
999
Clearstead Trust
Maine
$79.7K
RA
1000
Rise Advisors
New York
$79.4K