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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 %
PWMG
1126
Private Wealth Management Group
New Jersey
$13.7K
NC
1127
NewSquare Capital
Pennsylvania
$12.7K -$4.85K -49 -28%
TCM
1128
TruNorth Capital Management
Michigan
$12.1K
TPWA
1129
Twin Peaks Wealth Advisors
California
$12.1K +$12.1K +137 New
SN
1130
Sittner & Nelson
Oregon
$11.7K
KIM
1131
Kestra Investment Management
Texas
$11K
PP
1132
PrairieView Partners
Minnesota
$11K
TCM
1133
Traub Capital Management
Massachusetts
$11K +$11K +111 New
DWA
1134
Delos Wealth Advisors
Texas
$10.9K +$10.9K +110 New
CB
1135
Centennial Bank
Arkansas
$10.9K
CFS
1136
CGC Financial Services
Oregon
$10.9K
SS
1137
Sunbelt Securities
Texas
$10.7K -$1.39K -15 -12%
MHR
1138
Matthew Hamilton Rosenberg
$10.6K
BDPWM
1139
Barnes Dennig Private Wealth Management
Ohio
$10.6K +$10.6K +107 New
TWD
1140
True Wealth Design
Ohio
$10.5K +$891 +9 +9%
NL
1141
NVWM LLC
Pennsylvania
$10.3K +$9.31K +94 +940%
LCM
1142
Logan Capital Management
Pennsylvania
$10K -$99.2K -1,002 -91%
FPB
1143
First PREMIER Bank
South Dakota
$10K
CFG
1144
CKW Financial Group
Hawaii
$10K
YP
1145
YANKCOM Partnership
South Dakota
$9.9K
VWA
1146
VSM Wealth Advisory
Maryland
$9.9K
KTC
1147
Kentucky Trust Company
Kentucky
$9.9K
GWSA
1148
Global Wealth Strategies & Associates
Colorado
$9.9K
S
1149
Sachetta
Massachusetts
$9.61K -$6.14K -62 -39%
DSC
1150
Duncker Streett & Co
Missouri
$9.61K