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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
EPAM
1026
Evelyn Partners Asset Management
$59.3K
AWM
1027
Abound Wealth Management
Tennessee
$58.4K
QL
1028
Quarry LP
New York
$58.2K
KFI
1029
Key Financial Inc
Pennsylvania
$57.7K
HFS
1030
Hopwood Financial Services
Virginia
$55.6K
AGWCA
1031
Annis Gardner Whiting Capital Advisors
Florida
$55.3K
CAL
1032
Capital Advisors Ltd
Ohio
$53K
HNB
1033
Hilltop National Bank
Wyoming
$51.3K
BCMLT
1034
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.1K
WA
1035
WPG Advisers
Maryland
$51K
MMG
1036
Monetary Management Group
Missouri
$50.4K
QWM
1037
Quaker Wealth Management
New Jersey
$50K
JGIA
1038
Jackson Grant Investment Advisers
Connecticut
$49.9K
CCMW
1039
Cypress Capital Management (Wyoming)
Wyoming
$49.5K
CFD
1040
Creative Financial Designs
Indiana
$47.6K
GCM
1041
Gables Capital Management
Florida
$47K
JFA
1042
JNBA Financial Advisors
Minnesota
$45K
CWM
1043
Crowley Wealth Management
Delaware
$44.6K
BCM
1044
Boreal Capital Management
Florida
$44.6K
TFA
1045
Toth Financial Advisory
Virginia
$44.6K
FCAS
1046
First Command Advisory Services
Texas
$44.4K
GSWM
1047
Golden State Wealth Management
California
$44K
MSWM
1048
Mowery & Schoenfeld Wealth Management
Illinois
$43.9K
RA
1049
Ransom Advisory
Rhode Island
$43.2K
FCT
1050
First Community Trust
Iowa
$43.2K