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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
FGC
1176
Financial Gravity Companies
Texas
$6.93K
BFS
1177
Bare Financial Services
Pennsylvania
$6.83K
LFA
1178
LGT Financial Advisors
Texas
$6.54K
MA
1179
MCF Advisors
Kentucky
$6.44K
ME
1180
McIlrath & Eck
Washington
$6.24K
GK
1181
Graney & King
New York
$6.17K
RP
1182
Raelipskie Partnership
Ontario, Canada
$6.14K
MSG
1183
Main Street Group
Virginia
$6.14K
PSFG
1184
Park Square Financial Group
Georgia
$6.04K
CIA
1185
Cape Investment Advisory
Georgia
$5.94K
SR
1186
Syntax Research
Florida
$5.84K
MEG
1187
Millstone Evans Group
Colorado
$5.84K
TVWM
1188
Tower View Wealth Management
Wisconsin
$5.78K
PWA
1189
Provenance Wealth Advisors
Florida
$5.74K
FWM
1190
FSA Wealth Management
Massachusetts
$5.67K
GJIA
1191
Glass Jacobson Investment Advisors
Maryland
$5.55K
MAM
1192
Meeder Asset Management
Ohio
$5.54K
CFP
1193
Comprehensive Financial Planning
Pennsylvania
$5.45K
HIW
1194
Holos Integrated Wealth
Pennsylvania
$5.25K
MMCM
1195
Murphy & Mullick Capital Management
New York
$5.23K
CPA
1196
Compass Planning Associates
Massachusetts
$5.11K
STB
1197
S&T Bank
Pennsylvania
$5.05K
MAFA
1198
MJT & Associates Financial Advisory
Minnesota
$4.85K
RF
1199
Rossby Financial
Florida
$4.75K
HI
1200
Hoey Investments
Pennsylvania
$4.55K