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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 %
DWM
1226
Dogwood Wealth Management
Kansas
$1.57K -$2.74K -28 -64%
TCA
1227
Trifecta Capital Advisors
Illinois
$1.49K
BHWM
1228
Beaird Harris Wealth Management
Texas
$1.45K +$1.45K +15 New
BWL
1229
Bogart Wealth LLC
Virginia
$1.39K
SC
1230
Stephens Consulting
Michigan
$1.29K +$1.29K +13 New
GPFA
1231
Game Plan Financial Advisors
Ohio
$1.19K
FC
1232
Fairscale Capital
New Hampshire
$1.03K
WTFG
1233
Wood Tarver Financial Group
Idaho
$1K
PWM
1234
Parkworth Wealth Management
California
$990 +$495 +5 +100%
TIM
1235
Total Investment Management
Arizona
$990 +$990 +10 New
HWP
1236
Highline Wealth Partners
California
$891 -$2.67K -27 -75%
NMG
1237
New Millennium Group
Utah
$891
CIAS
1238
CBIZ Investment Advisory Services
Ohio
$891 +$396 +4 +80%
HIA
1239
HFM Investment Advisors
New Jersey
$891 +$495 +5 +125%
NWM
1240
Nova Wealth Management
Florida
$891 +$891 +9 New
FG
1241
Fairman Group
Pennsylvania
$792
OPTFSNA
1242
Old Point Trust & Financial Services N A
Virginia
$594 +$594 +6 New
NRWA
1243
North Ridge Wealth Advisors
Oregon
$496
LFA
1244
Livelsberger Financial Advisory
Ohio
$412 +$412 +4 New
DF
1245
DecisionPoint Financial
Arizona
$302 -$10.8K -107 -97%
RS
1246
Rakuten Securities
Japan
$99
SWP
1247
Strategic Wealth Partners
Ohio
$50 +$50 +1 New
BTCPP
1248
Border to Coast Pensions Partnership
United Kingdom
-$27.1M -262,972 Closed
PI
1249
PGGM Investments
Netherlands
-$18.4M -177,812 Closed
CF
1250
Corebridge Financial
Texas
-$9.4M -91,125 Closed