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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 %
CSB
1001
City State Bank
Iowa
$75K
AAS
1002
Ameritas Advisory Services
Nebraska
$74.9K +$74.9K +757 New
ETS
1003
ESL Trust Services
New York
$74.3K
SC
1004
Sawyer & Company
Massachusetts
$74K
OWA
1005
Opal Wealth Advisors
New York
$72.7K
PP
1006
Pacifica Partners
Canada
$72.3K
HFS
1007
Hantz Financial Services
Michigan
$72K +$37.8K +384 +111%
BAM
1008
Bellevue Asset Management
Washington
$70.9K
CFFP
1009
Center for Financial Planning
Michigan
$70.3K -$2.97K -30 -4%
OC
1010
Oakmont Corp
California
$69.8K
SFCL
1011
Strengthening Families & Communities LLC
Massachusetts
$69.5K
CA
1012
CoreCap Advisors
Michigan
$68.4K -$5.15K -52 -7%
HRC
1013
Hoertkorn Richard Charles
$67.5K
ITIM
1014
Indiana Trust & Investment Management
Indiana
$66.9K
SS
1015
SBI Securities
Japan
$65.7K
APW
1016
Acima Private Wealth
Virginia
$64.4K
CBT
1017
CoreFirst Bank & Trust
Kansas
$61.7K +$61.7K +623 New
DFA
1018
DHJJ Financial Advisors
Illinois
$61.4K +$58.5K +591 +2,038%
EPAM
1019
Evelyn Partners Asset Management
$59.3K +$59.3K +599 New
AWM
1020
Abound Wealth Management
Tennessee
$58.4K +$297 +3 +0.5%
QL
1021
Quarry LP
New York
$58.2K -$464K -4,690 -89%
KFI
1022
Key Financial Inc
Pennsylvania
$57.7K -$5.15K -52 -8%
HFS
1023
Hopwood Financial Services
Virginia
$55.7K
AGWCA
1024
Annis Gardner Whiting Capital Advisors
Florida
$55.3K
CAL
1025
Capital Advisors Ltd
Ohio
$53K +$6.07K +61 +13%