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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
VWA
1151
VSM Wealth Advisory
Maryland
$9.9K
S
1152
Sachetta
Massachusetts
$9.61K
DSC
1153
Duncker Streett & Co
Missouri
$9.61K
Kayne Anderson Rudnick Investment Management
1154
Kayne Anderson Rudnick Investment Management
California
$9.51K
FC
1155
Family CFO
California
$9.21K
CT
1156
Coastline Trust
Rhode Island
$8.91K
PPC
1157
Park Place Capital
Alabama
$8.64K
AF
1158
Advisornet Financial
Minnesota
$8.42K
HHMI
1159
Howard Hughes Medical Institute
Maryland
$8.42K
BGAI
1160
Bruce G. Allen Investments
Colorado
$8.02K
FRA
1161
Front Row Advisors
California
$7.92K
BFPW
1162
BOK Financial Private Wealth
Colorado
$7.92K
BTD
1163
BankPlus Trust Department
Mississippi
$7.82K
CPG
1164
Cornerstone Planning Group
New Jersey
$7.78K
HNW
1165
High Note Wealth
Minnesota
$7.72K
LFASL
1166
Lugano Financial Advisors SA (LFA)
Switzerland
$7.43K
SO
1167
Sierra Ocean
California
$7.38K
BIM
1168
Breakwater Investment Management
Washington
$7.13K
FDW
1169
Fourth Dimension Wealth
Ohio
$7.06K
AW
1170
Avion Wealth
Texas
$7K
FGC
1171
Financial Gravity Companies
Texas
$6.93K
BFS
1172
Bare Financial Services
Pennsylvania
$6.83K
LFA
1173
LGT Financial Advisors
Texas
$6.54K
MA
1174
MCF Advisors
Kentucky
$6.44K
ME
1175
McIlrath & Eck
Washington
$6.24K