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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
TIM
1126
Tortoise Investment Management
New York
$13.9K
FFA
1127
Frazier Financial Advisors
Ohio
$13.8K
AAG
1128
Armstrong Advisory Group
Massachusetts
$13.7K
PWMG
1129
Private Wealth Management Group
New Jersey
$13.7K
NC
1130
NewSquare Capital
Pennsylvania
$12.7K
TCM
1131
TruNorth Capital Management
Michigan
$12.1K
TPWA
1132
Twin Peaks Wealth Advisors
California
$12.1K
SN
1133
Sittner & Nelson
Oregon
$11.7K
KIM
1134
Kestra Investment Management
Texas
$11K
PP
1135
PrairieView Partners
Minnesota
$11K
TCM
1136
Traub Capital Management
Massachusetts
$11K
DWA
1137
Delos Wealth Advisors
Texas
$10.9K
CB
1138
Centennial Bank
Arkansas
$10.9K
CFS
1139
CGC Financial Services
Oregon
$10.9K
SS
1140
Sunbelt Securities
Texas
$10.7K
MHR
1141
Matthew Hamilton Rosenberg
$10.6K
BDPWM
1142
Barnes Dennig Private Wealth Management
Ohio
$10.6K
TWD
1143
True Wealth Design
Ohio
$10.5K
NL
1144
NVWM LLC
Pennsylvania
$10.3K
LCM
1145
Logan Capital Management
Pennsylvania
$10K
CFG
1146
CKW Financial Group
Hawaii
$10K
FPB
1147
First PREMIER Bank
South Dakota
$10K
GWSA
1148
Global Wealth Strategies & Associates
Colorado
$9.9K
KTC
1149
Kentucky Trust Company
Kentucky
$9.9K
YP
1150
YANKCOM Partnership
South Dakota
$9.9K