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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
CVM
1201
Cheviot Value Management
California
$4.37K
AWM
1202
Activest Wealth Management
Florida
$4.36K
BI
1203
Binnacle Investments
Iowa
$4.16K
DF
1204
Dunhill Financial
United Kingdom
$4.02K
IWM
1205
Inlight Wealth Management
Georgia
$3.96K
PFSC
1206
Peoples Financial Services Corp
Pennsylvania
$3.96K
FGA
1207
Fortis Group Advisors
New Jersey
$3.76K
SL
1208
Salomon & Ludwin
Virginia
$3.39K
WCM
1209
Westend Capital Management
California
$3.27K
HAP
1210
Harbor Asset Planning
Massachusetts
$3.18K
OAJ
1211
Ogorek Anthony Joseph
New York
$3K
DPW
1212
DiNuzzo Private Wealth
Pennsylvania
$2.97K
WCM
1213
WealthTrak Capital Management
Virginia
$2.97K
FFL
1214
Financial Freedom LLC
Ohio
$2.77K
PS
1215
Pinney & Scofield
Massachusetts
$2.71K
IHWM
1216
Iron Horse Wealth Management
Iowa
$2.67K
MFT
1217
Moisand Fitzgerald Tamayo
Florida
$2.67K
PP
1218
PFS Partners
New Jersey
$2.64K
RPA
1219
Redwood Park Advisors
California
$2.58K
KG
1220
Kilter Group
New York
$2.58K
PCFFS
1221
Pacific Center for Financial Services
California
$2.48K
AP
1222
Aspect Partners
Virginia
$2.48K
CCMI
1223
Creative Capital Management Investments
California
$2.38K
BGA
1224
Battery Global Advisors
Massachusetts
$2.18K
HFS
1225
Hughes Financial Services
Virginia
$2.17K