OTIS icon

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
MIM
1051
MTM Investment Management
South Carolina
$40.4K
JWA
1052
JFS Wealth Advisors
Pennsylvania
$39.8K
WSCM
1053
Wellington Shields Capital Management
New York
$39.6K
CB
1054
Community Bank
New York
$39.6K
TFM
1055
TFC Financial Management
Massachusetts
$39.5K
CAM
1056
Chesapeake Asset Management
New York
$39.3K
GWSG
1057
GPS Wealth Strategies Group
Colorado
$39.2K
CWM
1058
CarsonAllaria Wealth Management
Illinois
$39.2K
OCM
1059
Orion Capital Management
California
$37.1K
TC
1060
Truvestments Capital
Florida
$36.7K
ZBNA
1061
Zions Bancorporation, National Association
Utah
$36.5K
FWA
1062
Flagship Wealth Advisors
Massachusetts
$36.4K
FFO
1063
Fortitude Family Office
Arizona
$36.4K
USB
1064
Union Savings Bank
Connecticut
$35.2K
IUHSA
1065
Itau Unibanco Holding S.A.
Brazil
$35.2K
PAG
1066
Paladin Advisory Group
Iowa
$35K
ACA
1067
American Capital Advisory
Idaho
$34.6K
Loomis, Sayles & Company
1068
Loomis, Sayles & Company
Massachusetts
$32.7K
M
1069
MOTCO
Texas
$32.4K
PWMG
1070
Prestige Wealth Management Group
New Jersey
$31.9K
AWM
1071
Atticus Wealth Management
Florida
$31.9K
IFS
1072
Intelligent Financial Strategies
Minnesota
$31.3K
NRG
1073
Nemes Rush Group
Michigan
$31.1K
CCM
1074
Chilton Capital Management
Texas
$31K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$31K