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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
NRG
1076
Nemes Rush Group
Michigan
$31.1K
CCM
1077
Chilton Capital Management
Texas
$31K
PMFA
1078
Plante Moran Financial Advisors
Michigan
$31K
NFSG
1079
Newbridge Financial Services Group
Florida
$30.8K
CB
1080
CNB Bank
Pennsylvania
$30K
PB
1081
Pinnacle Bancorp
Nebraska
$29.7K
OSNBOA
1082
Old Second National Bank of Aurora
Illinois
$29.7K
UCB
1083
United Community Bank
South Carolina
$29.7K
MTIC
1084
Missouri Trust & Investment Company
Missouri
$29.2K
MWM
1085
Mascoma Wealth Management
New Hampshire
$27.6K
NC
1086
North Capital
Utah
$27.5K
FUBT
1087
First United Bank & Trust
Maryland
$27.2K
CWM
1088
Centricity Wealth Management
Ohio
$27.2K
T
1089
Transce3nd
Texas
$26.3K
SIC
1090
SJS Investment Consulting
Ohio
$26.3K
SSG
1091
Summit Securities Group
New York
$26.2K
AIC
1092
Archer Investment Corporation
Indiana
$26K
GKIM
1093
GW&K Investment Management
Massachusetts
$26K
CWP
1094
Concord Wealth Partners
Virginia
$24.8K
CTC
1095
Cetera Trust Company
Minnesota
$24.8K
CWM
1096
Consultiva Wealth Management
Puerto Rico
$24.3K
RAM
1097
Riggs Asset Management
Pennsylvania
$23.9K
TCM
1098
TD Capital Management
Tennessee
$23.3K
CPBTD
1099
Central Pacific Bank - Trust Division
Hawaii
$23.3K
CBT
1100
Crews Bank & Trust
Florida
$23.3K