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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 %
EPIM
1026
Evelyn Partners Investment Management
$52.9K +$22K +611 +71%
HNB
1027
Hilltop National Bank
Wyoming
$51.3K +$51.3K +518 New
BCMLT
1028
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.1K +$99 +1 +0.2%
WA
1029
WPG Advisers
Maryland
$51K -$8.42K -85 -14%
MMG
1030
Monetary Management Group
Missouri
$50.4K
QWM
1031
Quaker Wealth Management
New Jersey
$50K +$50K +505 New
JGIA
1032
Jackson Grant Investment Advisers
Connecticut
$49.9K +$198 +2 +0.4%
CCMW
1033
Cypress Capital Management (Wyoming)
Wyoming
$49.5K
CFD
1034
Creative Financial Designs
Indiana
$47.6K
GCM
1035
Gables Capital Management
Florida
$47K -$9.9K -100 -17%
JFA
1036
JNBA Financial Advisors
Minnesota
$45K
CWM
1037
Crowley Wealth Management
Delaware
$44.6K
BCM
1038
Boreal Capital Management
Florida
$44.6K +$44.6K +450 New
TFA
1039
Toth Financial Advisory
Virginia
$44.6K +$44.6K +450 New
FCAS
1040
First Command Advisory Services
Texas
$44.4K
GSWM
1041
Golden State Wealth Management
California
$44K -$16.7K -169 -28%
MSWM
1042
Mowery & Schoenfeld Wealth Management
Illinois
$43.9K
RA
1043
Ransom Advisory
Rhode Island
$43.2K -$2.48K -25 -5%
FCT
1044
First Community Trust
Iowa
$43.2K
HWM
1045
Hemington Wealth Management
Virginia
$42K +$681 +7 +2%
TFIPS
1046
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42K
FNWA
1047
Financial Network Wealth Advisors
Utah
$41K
MIM
1048
MTM Investment Management
South Carolina
$40.4K +$40.4K +408 New
JWA
1049
JFS Wealth Advisors
Pennsylvania
$39.8K -$2.08K -21 -5%
WSCM
1050
Wellington Shields Capital Management
New York
$39.6K