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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
FPB
1151
First PREMIER Bank
South Dakota
$10K
GWSA
1152
Global Wealth Strategies & Associates
Colorado
$9.9K
YP
1153
YANKCOM Partnership
South Dakota
$9.9K
VWA
1154
VSM Wealth Advisory
Maryland
$9.9K
KTC
1155
Kentucky Trust Company
Kentucky
$9.9K
S
1156
Sachetta
Massachusetts
$9.61K
DSC
1157
Duncker Streett & Co
Missouri
$9.61K
Kayne Anderson Rudnick Investment Management
1158
Kayne Anderson Rudnick Investment Management
California
$9.51K
FC
1159
Family CFO
California
$9.21K
CT
1160
Coastline Trust
Rhode Island
$8.91K
PPC
1161
Park Place Capital
Alabama
$8.64K
AF
1162
Advisornet Financial
Minnesota
$8.42K
HHMI
1163
Howard Hughes Medical Institute
Maryland
$8.42K
BGAI
1164
Bruce G. Allen Investments
Colorado
$8.02K
FRA
1165
Front Row Advisors
California
$7.92K
BFPW
1166
BOK Financial Private Wealth
Colorado
$7.92K
BTD
1167
BankPlus Trust Department
Mississippi
$7.82K
CPG
1168
Cornerstone Planning Group
New Jersey
$7.78K
HNW
1169
High Note Wealth
Minnesota
$7.72K
LFASL
1170
Lugano Financial Advisors SA (LFA)
Switzerland
$7.43K
SO
1171
Sierra Ocean
California
$7.38K
BC
1172
Broadwater Capital
Massachusetts
$7.32K
BIM
1173
Breakwater Investment Management
Washington
$7.13K
FDW
1174
Fourth Dimension Wealth
Ohio
$7.06K
AW
1175
Avion Wealth
Texas
$7K