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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
HFS
1026
Hopwood Financial Services
Virginia
$55.6K
AGWCA
1027
Annis Gardner Whiting Capital Advisors
Florida
$55.3K
CAL
1028
Capital Advisors Ltd
Ohio
$53K
EPIM
1029
Evelyn Partners Investment Management
$52.9K
HNB
1030
Hilltop National Bank
Wyoming
$51.3K
BCMLT
1031
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.1K
WA
1032
WPG Advisers
Maryland
$51K
MMG
1033
Monetary Management Group
Missouri
$50.4K
QWM
1034
Quaker Wealth Management
New Jersey
$50K
JGIA
1035
Jackson Grant Investment Advisers
Connecticut
$49.9K
CCMW
1036
Cypress Capital Management (Wyoming)
Wyoming
$49.5K
CFD
1037
Creative Financial Designs
Indiana
$47.6K
GCM
1038
Gables Capital Management
Florida
$47K
JFA
1039
JNBA Financial Advisors
Minnesota
$45K
CWM
1040
Crowley Wealth Management
Delaware
$44.6K
BCM
1041
Boreal Capital Management
Florida
$44.6K
TFA
1042
Toth Financial Advisory
Virginia
$44.6K
FCAS
1043
First Command Advisory Services
Texas
$44.4K
GSWM
1044
Golden State Wealth Management
California
$44K
MSWM
1045
Mowery & Schoenfeld Wealth Management
Illinois
$43.9K
RA
1046
Ransom Advisory
Rhode Island
$43.2K
FCT
1047
First Community Trust
Iowa
$43.2K
HWM
1048
Hemington Wealth Management
Virginia
$42K
TFIPS
1049
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42K
FNWA
1050
Financial Network Wealth Advisors
Utah
$41K