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Otis Worldwide

1,247 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 406 increasing their positions, 450 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+19
Holders Change %
+1.55%
% of All Funds
16.71%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
122
Increased
406
Reduced
450
Closed
78
Calls
$50.9M
Puts
$35.3M
Net Calls
+$15.6M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
1201
Westend Capital Management
California
$3.27K
HAP
1202
Harbor Asset Planning
Massachusetts
$3.18K +$3.18K +32 New
OAJ
1203
Ogorek Anthony Joseph
New York
$3K -$2.16K -23 -42%
DPW
1204
DiNuzzo Private Wealth
Pennsylvania
$2.97K -$198 -2 -6%
WCM
1205
WealthTrak Capital Management
Virginia
$2.97K
FFL
1206
Financial Freedom LLC
Ohio
$2.77K
PS
1207
Pinney & Scofield
Massachusetts
$2.71K
IHWM
1208
Iron Horse Wealth Management
Iowa
$2.67K
MFT
1209
Moisand Fitzgerald Tamayo
Florida
$2.67K
PP
1210
PFS Partners
New Jersey
$2.64K
RPA
1211
Redwood Park Advisors
California
$2.58K
KG
1212
Kilter Group
New York
$2.58K +$2.58K +26 New
PCFFS
1213
Pacific Center for Financial Services
California
$2.48K
AP
1214
Aspect Partners
Virginia
$2.48K +$495 +5 +25%
CCMI
1215
Creative Capital Management Investments
California
$2.38K
BGA
1216
Battery Global Advisors
Massachusetts
$2.18K
HFS
1217
Hughes Financial Services
Virginia
$2.17K -$2.09K -24 -49%
FMP
1218
Financial Management Professionals
Texas
$2.08K
SRCM
1219
Signature Resources Capital Management
California
$2.08K
NWM
1220
Navigoe Wealth Management
California
$2K
EWA
1221
EQ Wealth Advisors
Texas
$1.98K
API
1222
Asset Planning Inc
California
$1.98K
PWA
1223
Principia Wealth Advisory
Texas
$1.88K +$495 +5 +36%
BHWM
1224
Bay Harbor Wealth Management
Maryland
$1.78K +$792 +8 +80%
VWA
1225
Valued Wealth Advisors
Utah
$1.68K