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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
FMP
1226
Financial Management Professionals
Texas
$2.08K
SRCM
1227
Signature Resources Capital Management
California
$2.08K
NWM
1228
Navigoe Wealth Management
California
$2K
EWA
1229
EQ Wealth Advisors
Texas
$1.98K
API
1230
Asset Planning Inc
California
$1.98K
RWA
1231
Redmont Wealth Advisors
Illinois
$1.88K
PWA
1232
Principia Wealth Advisory
Texas
$1.88K
BHWM
1233
Bay Harbor Wealth Management
Maryland
$1.78K
VWA
1234
Valued Wealth Advisors
Utah
$1.68K
DWM
1235
Dogwood Wealth Management
Kansas
$1.57K
TCA
1236
Trifecta Capital Advisors
Illinois
$1.49K
BHWM
1237
Beaird Harris Wealth Management
Texas
$1.45K
BWL
1238
Bogart Wealth LLC
Virginia
$1.39K
SC
1239
Stephens Consulting
Michigan
$1.29K
GPFA
1240
Game Plan Financial Advisors
Ohio
$1.19K
FC
1241
Fairscale Capital
New Hampshire
$1.03K
WTFG
1242
Wood Tarver Financial Group
Idaho
$1K
PWM
1243
Parkworth Wealth Management
California
$990
TIM
1244
Total Investment Management
Arizona
$990
HWP
1245
Highline Wealth Partners
California
$891
NMG
1246
New Millennium Group
Utah
$891
CIAS
1247
CBIZ Investment Advisory Services
Ohio
$891
HIA
1248
HFM Investment Advisors
New Jersey
$891
NWM
1249
Nova Wealth Management
Florida
$891
FG
1250
Fairman Group
Pennsylvania
$792