OTIS icon

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
PFSC
1201
Peoples Financial Services Corp
Pennsylvania
$3.96K
FGA
1202
Fortis Group Advisors
New Jersey
$3.76K
SL
1203
Salomon & Ludwin
Virginia
$3.39K
WCM
1204
Westend Capital Management
California
$3.27K
HAP
1205
Harbor Asset Planning
Massachusetts
$3.18K
OAJ
1206
Ogorek Anthony Joseph
New York
$3K
DPW
1207
DiNuzzo Private Wealth
Pennsylvania
$2.97K
WCM
1208
WealthTrak Capital Management
Virginia
$2.97K
FFL
1209
Financial Freedom LLC
Ohio
$2.77K
PS
1210
Pinney & Scofield
Massachusetts
$2.71K
MFT
1211
Moisand Fitzgerald Tamayo
Florida
$2.67K
IHWM
1212
Iron Horse Wealth Management
Iowa
$2.67K
PP
1213
PFS Partners
New Jersey
$2.64K
RPA
1214
Redwood Park Advisors
California
$2.58K
KG
1215
Kilter Group
New York
$2.58K
PCFFS
1216
Pacific Center for Financial Services
California
$2.48K
AP
1217
Aspect Partners
Virginia
$2.48K
CCMI
1218
Creative Capital Management Investments
California
$2.38K
BGA
1219
Battery Global Advisors
Massachusetts
$2.18K
HFS
1220
Hughes Financial Services
Virginia
$2.17K
SRCM
1221
Signature Resources Capital Management
California
$2.08K
FMP
1222
Financial Management Professionals
Texas
$2.08K
NWM
1223
Navigoe Wealth Management
California
$2K
EWA
1224
EQ Wealth Advisors
Texas
$1.98K
API
1225
Asset Planning Inc
California
$1.98K