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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
CWM
1126
Cranbrook Wealth Management
Michigan
$16K
CYG
1127
Clean Yield Group
Vermont
$15.9K
GEA
1128
Glen Eagle Advisors
New Jersey
$15.2K
EDRH
1129
Edmond de Rothschild Holding
Switzerland
$14.9K
TIM
1130
Tortoise Investment Management
New York
$13.9K
FFA
1131
Frazier Financial Advisors
Ohio
$13.8K
AAG
1132
Armstrong Advisory Group
Massachusetts
$13.7K
PWMG
1133
Private Wealth Management Group
New Jersey
$13.7K
NC
1134
NewSquare Capital
Pennsylvania
$12.7K
TCM
1135
TruNorth Capital Management
Michigan
$12.1K
TPWA
1136
Twin Peaks Wealth Advisors
California
$12.1K
SN
1137
Sittner & Nelson
Oregon
$11.7K
KIM
1138
Kestra Investment Management
Texas
$11K
PP
1139
PrairieView Partners
Minnesota
$11K
TCM
1140
Traub Capital Management
Massachusetts
$11K
DWA
1141
Delos Wealth Advisors
Texas
$10.9K
CFS
1142
CGC Financial Services
Oregon
$10.9K
CB
1143
Centennial Bank
Arkansas
$10.9K
SS
1144
Sunbelt Securities
Texas
$10.7K
MHR
1145
Matthew Hamilton Rosenberg
$10.6K
BDPWM
1146
Barnes Dennig Private Wealth Management
Ohio
$10.6K
TWD
1147
True Wealth Design
Ohio
$10.5K
NL
1148
NVWM LLC
Pennsylvania
$10.3K
LCM
1149
Logan Capital Management
Pennsylvania
$10K
CFG
1150
CKW Financial Group
Hawaii
$10K