OTIS icon

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
WBC
1101
West Branch Capital
Massachusetts
$23K
RTC
1102
Riverview Trust Company
Washington
$22.8K
BCPWM
1103
Bradley & Co Private Wealth Management
Florida
$22.8K
OC
1104
Oakworth Capital
Alabama
$22.8K
DIP
1105
DT Investment Partners
Pennsylvania
$22.5K
WA
1106
Whipplewood Advisors
Colorado
$22.4K
CG
1107
Curat Global
New Hampshire
$21.5K
PWA
1108
Physician Wealth Advisors
Utah
$21.3K
B
1109
Birchbrook
Maine
$21K
OP
1110
ORG Partners
Indiana
$19.9K
BC
1111
Barrett & Company
Rhode Island
$19.8K
OW
1112
Olistico Wealth
Oklahoma
$19.8K
RTL
1113
Red Tortoise LLC
Georgia
$19.6K
HC
1114
Hara Capital
Washington
$19.3K
NS
1115
NBC Securities
Alabama
$19K
AAG
1116
Accordant Advisory Group
Maryland
$17.9K
WW
1117
Winnow Wealth
Texas
$17.9K
FP
1118
Financial Perspectives
Minnesota
$17.8K
CMA
1119
Cedar Mountain Advisors
Oregon
$17.1K
WIM
1120
Westside Investment Management
California
$16.9K
LC
1121
Lavaca Capital
Texas
$16.7K
CAC
1122
Core Alternative Capital
Georgia
$16.6K
TF
1123
Tompkins Financial
New York
$16.5K
TLA
1124
Tanglewood Legacy Advisors
Texas
$16.5K
SIS
1125
Sound Income Strategies
Florida
$16.5K