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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
HWM
1051
Hemington Wealth Management
Virginia
$42K
TFIPS
1052
Towarzystwo Funduszy Inwestycyjnych PZU SA
$42K
FNWA
1053
Financial Network Wealth Advisors
Utah
$41K
MIM
1054
MTM Investment Management
South Carolina
$40.4K
JWA
1055
JFS Wealth Advisors
Pennsylvania
$39.8K
WSCM
1056
Wellington Shields Capital Management
New York
$39.6K
CB
1057
Community Bank
New York
$39.6K
TFM
1058
TFC Financial Management
Massachusetts
$39.5K
CAM
1059
Chesapeake Asset Management
New York
$39.3K
GWSG
1060
GPS Wealth Strategies Group
Colorado
$39.2K
CWM
1061
CarsonAllaria Wealth Management
Illinois
$39.2K
OCM
1062
Orion Capital Management
California
$37.1K
TC
1063
Truvestments Capital
Florida
$36.7K
ZBNA
1064
Zions Bancorporation, National Association
Utah
$36.5K
FWA
1065
Flagship Wealth Advisors
Massachusetts
$36.4K
FFO
1066
Fortitude Family Office
Arizona
$36.4K
USB
1067
Union Savings Bank
Connecticut
$35.2K
IUHSA
1068
Itau Unibanco Holding S.A.
Brazil
$35.2K
PAG
1069
Paladin Advisory Group
Iowa
$35K
ACA
1070
American Capital Advisory
Idaho
$34.6K
Loomis, Sayles & Company
1071
Loomis, Sayles & Company
Massachusetts
$32.7K
M
1072
MOTCO
Texas
$32.4K
AWM
1073
Atticus Wealth Management
Florida
$31.9K
PWMG
1074
Prestige Wealth Management Group
New Jersey
$31.9K
IFS
1075
Intelligent Financial Strategies
Minnesota
$31.3K