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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 %
PWA
1101
Physician Wealth Advisors
Utah
$21.3K
B
1102
Birchbrook
Maine
$21K
OP
1103
ORG Partners
Indiana
$19.9K +$11.7K +117 +144%
OW
1104
Olistico Wealth
Oklahoma
$19.8K
BC
1105
Barrett & Company
Rhode Island
$19.8K
RTL
1106
Red Tortoise LLC
Georgia
$19.6K
HC
1107
Hara Capital
Washington
$19.3K
NS
1108
NBC Securities
Alabama
$19K -$4.8K -50 -20%
AAG
1109
Accordant Advisory Group
Maryland
$17.9K
WW
1110
Winnow Wealth
Texas
$17.9K +$16.6K +168 +1,292%
FP
1111
Financial Perspectives
Minnesota
$17.8K
CMA
1112
Cedar Mountain Advisors
Oregon
$17.1K
WIM
1113
Westside Investment Management
California
$16.9K +$16.9K +168 New
LC
1114
Lavaca Capital
Texas
$16.7K +$9.9K +100 +145%
CAC
1115
Core Alternative Capital
Georgia
$16.6K
TF
1116
Tompkins Financial
New York
$16.5K -$1.88K -19 -10%
TLA
1117
Tanglewood Legacy Advisors
Texas
$16.5K
SIS
1118
Sound Income Strategies
Florida
$16.5K +$496 +5 +3%
CWM
1119
Cranbrook Wealth Management
Michigan
$16K
CYG
1120
Clean Yield Group
Vermont
$15.9K
GEA
1121
Glen Eagle Advisors
New Jersey
$15.2K
EDRH
1122
Edmond de Rothschild Holding
Switzerland
$14.9K
TIM
1123
Tortoise Investment Management
New York
$13.9K +$1.49K +15 +12%
FFA
1124
Frazier Financial Advisors
Ohio
$13.8K
AAG
1125
Armstrong Advisory Group
Massachusetts
$13.7K -$11.6K -117 -46%