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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
DIP
1101
DT Investment Partners
Pennsylvania
$22.5K
WA
1102
Whipplewood Advisors
Colorado
$22.4K
CG
1103
Curat Global
New Hampshire
$21.5K
PWA
1104
Physician Wealth Advisors
Utah
$21.3K
B
1105
Birchbrook
Maine
$21K
OP
1106
ORG Partners
Indiana
$19.9K
OW
1107
Olistico Wealth
Oklahoma
$19.8K
BC
1108
Barrett & Company
Rhode Island
$19.8K
RTL
1109
Red Tortoise LLC
Georgia
$19.6K
HC
1110
Hara Capital
Washington
$19.3K
NS
1111
NBC Securities
Alabama
$19K
AAG
1112
Accordant Advisory Group
Maryland
$17.9K
WW
1113
Winnow Wealth
Texas
$17.9K
FP
1114
Financial Perspectives
Minnesota
$17.8K
CMA
1115
Cedar Mountain Advisors
Oregon
$17.1K
WIM
1116
Westside Investment Management
California
$16.9K
LC
1117
Lavaca Capital
Texas
$16.7K
CAC
1118
Core Alternative Capital
Georgia
$16.6K
TF
1119
Tompkins Financial
New York
$16.5K
TLA
1120
Tanglewood Legacy Advisors
Texas
$16.5K
SIS
1121
Sound Income Strategies
Florida
$16.5K
CWM
1122
Cranbrook Wealth Management
Michigan
$16K
CYG
1123
Clean Yield Group
Vermont
$15.9K
GEA
1124
Glen Eagle Advisors
New Jersey
$15.2K
EDRH
1125
Edmond de Rothschild Holding
Switzerland
$14.9K