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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
NAAA
1001
New Age Alpha Advisors
New York
$80.6K
IBOK
1002
Independence Bank of Kentucky
Kentucky
$80.3K
CT
1003
Clearstead Trust
Maine
$79.7K
RA
1004
Rise Advisors
New York
$79.4K
CAM
1005
Costello Asset Management
Pennsylvania
$79.2K
IIM
1006
Intact Investment Management
Quebec, Canada
$79.2K
BLC
1007
Brown, Lisle/Cummings
Rhode Island
$76.8K
CSB
1008
City State Bank
Iowa
$75K
AAS
1009
Ameritas Advisory Services
Nebraska
$74.9K
ETS
1010
ESL Trust Services
New York
$74.3K
SC
1011
Sawyer & Company
Massachusetts
$74K
OWA
1012
Opal Wealth Advisors
New York
$72.7K
PP
1013
Pacifica Partners
Canada
$72.3K
HFS
1014
Hantz Financial Services
Michigan
$72K
BAM
1015
Bellevue Asset Management
Washington
$70.9K
CFFP
1016
Center for Financial Planning
Michigan
$70.3K
OC
1017
Oakmont Corp
California
$69.8K
SFCL
1018
Strengthening Families & Communities LLC
Massachusetts
$69.5K
CA
1019
CoreCap Advisors
Michigan
$68.4K
HRC
1020
Hoertkorn Richard Charles
$67.5K
ITIM
1021
Indiana Trust & Investment Management
Indiana
$66.9K
SS
1022
SBI Securities
Japan
$65.7K
APW
1023
Acima Private Wealth
Virginia
$64.4K
CBT
1024
CoreFirst Bank & Trust
Kansas
$61.7K
DFA
1025
DHJJ Financial Advisors
Illinois
$61.4K