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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 %
CB
1051
Community Bank
New York
$39.6K
TFM
1052
TFC Financial Management
Massachusetts
$39.5K
GWSG
1053
GPS Wealth Strategies Group
Colorado
$39.2K
CWM
1054
CarsonAllaria Wealth Management
Illinois
$39.2K
OCM
1055
Orion Capital Management
California
$37.1K
TC
1056
Truvestments Capital
Florida
$36.7K
ZBNA
1057
Zions Bancorporation, National Association
Utah
$36.5K -$33.3K -336 -48%
FWA
1058
Flagship Wealth Advisors
Massachusetts
$36.4K
FFO
1059
Fortitude Family Office
Arizona
$36.4K +$4.56K +46 +14%
USB
1060
Union Savings Bank
Connecticut
$35.2K
IUHSA
1061
Itau Unibanco Holding S.A.
Brazil
$35.2K -$4.06K -41 -10%
PAG
1062
Paladin Advisory Group
Iowa
$35K
ACA
1063
American Capital Advisory
Idaho
$34.6K +$891 +9 +3%
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
$32.7K -$5.74K -58 -15%
M
1065
MOTCO
Texas
$32.4K -$9.34K -109 -22%
PWMG
1066
Prestige Wealth Management Group
New Jersey
$31.9K
AWM
1067
Atticus Wealth Management
Florida
$31.9K
IFS
1068
Intelligent Financial Strategies
Minnesota
$31.3K
NRG
1069
Nemes Rush Group
Michigan
$31.1K +$13.4K +135 +75%
CCM
1070
Chilton Capital Management
Texas
$31K +$31K +313 New
PMFA
1071
Plante Moran Financial Advisors
Michigan
$31K +$6.14K +62 +25%
NFSG
1072
Newbridge Financial Services Group
Florida
$30.8K +$3.76K +38 +14%
CB
1073
CNB Bank
Pennsylvania
$30K +$1.09K +11 +4%
PB
1074
Pinnacle Bancorp
Nebraska
$29.7K -$10.1K -102 -25%
UCB
1075
United Community Bank
South Carolina
$29.7K