OTIS icon

Otis Worldwide

1,251 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, 450 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)

9% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 450

Holders
1,251
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
CB
1076
CNB Bank
Pennsylvania
$30K
PB
1077
Pinnacle Bancorp
Nebraska
$29.7K
UCB
1078
United Community Bank
South Carolina
$29.7K
OSNBOA
1079
Old Second National Bank of Aurora
Illinois
$29.7K
MTIC
1080
Missouri Trust & Investment Company
Missouri
$29.2K
MWM
1081
Mascoma Wealth Management
New Hampshire
$27.6K
NC
1082
North Capital
Utah
$27.5K
FUBT
1083
First United Bank & Trust
Maryland
$27.2K
CWM
1084
Centricity Wealth Management
Ohio
$27.2K
T
1085
Transce3nd
Texas
$26.3K
SIC
1086
SJS Investment Consulting
Ohio
$26.3K
SSG
1087
Summit Securities Group
New York
$26.2K
AIC
1088
Archer Investment Corporation
Indiana
$26K
GKIM
1089
GW&K Investment Management
Massachusetts
$26K
CTC
1090
Cetera Trust Company
Minnesota
$24.8K
CWP
1091
Concord Wealth Partners
Virginia
$24.8K
CWM
1092
Consultiva Wealth Management
Puerto Rico
$24.3K
RAM
1093
Riggs Asset Management
Pennsylvania
$23.9K
TCM
1094
TD Capital Management
Tennessee
$23.3K
CPBTD
1095
Central Pacific Bank - Trust Division
Hawaii
$23.3K
CBT
1096
Crews Bank & Trust
Florida
$23.3K
WBC
1097
West Branch Capital
Massachusetts
$23K
BCPWM
1098
Bradley & Co Private Wealth Management
Florida
$22.8K
RTC
1099
Riverview Trust Company
Washington
$22.8K
OC
1100
Oakworth Capital
Alabama
$22.8K