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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
CAM
1001
Costello Asset Management
Pennsylvania
$79.2K
IIM
1002
Intact Investment Management
Quebec, Canada
$79.2K
BLC
1003
Brown, Lisle/Cummings
Rhode Island
$76.8K
CSB
1004
City State Bank
Iowa
$75K
AAS
1005
Ameritas Advisory Services
Nebraska
$74.9K
ETS
1006
ESL Trust Services
New York
$74.3K
SC
1007
Sawyer & Company
Massachusetts
$74K
OWA
1008
Opal Wealth Advisors
New York
$72.7K
PP
1009
Pacifica Partners
Canada
$72.3K
HFS
1010
Hantz Financial Services
Michigan
$72K
BAM
1011
Bellevue Asset Management
Washington
$70.9K
CFFP
1012
Center for Financial Planning
Michigan
$70.3K
OC
1013
Oakmont Corp
California
$69.8K
SFCL
1014
Strengthening Families & Communities LLC
Massachusetts
$69.5K
CA
1015
CoreCap Advisors
Michigan
$68.4K
HRC
1016
Hoertkorn Richard Charles
$67.5K
ITIM
1017
Indiana Trust & Investment Management
Indiana
$66.9K
SS
1018
SBI Securities
Japan
$65.7K
APW
1019
Acima Private Wealth
Virginia
$64.4K
CBT
1020
CoreFirst Bank & Trust
Kansas
$61.7K
DFA
1021
DHJJ Financial Advisors
Illinois
$61.4K
EPAM
1022
Evelyn Partners Asset Management
$59.3K
AWM
1023
Abound Wealth Management
Tennessee
$58.4K
QL
1024
Quarry LP
New York
$58.2K
KFI
1025
Key Financial Inc
Pennsylvania
$57.7K