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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
PWA
1226
Principia Wealth Advisory
Texas
$1.88K
BHWM
1227
Bay Harbor Wealth Management
Maryland
$1.78K
VWA
1228
Valued Wealth Advisors
Utah
$1.68K
DWM
1229
Dogwood Wealth Management
Kansas
$1.57K
TCA
1230
Trifecta Capital Advisors
Illinois
$1.49K
BHWM
1231
Beaird Harris Wealth Management
Texas
$1.45K
BWL
1232
Bogart Wealth LLC
Virginia
$1.39K
SC
1233
Stephens Consulting
Michigan
$1.29K
GPFA
1234
Game Plan Financial Advisors
Ohio
$1.19K
FC
1235
Fairscale Capital
New Hampshire
$1.03K
WTFG
1236
Wood Tarver Financial Group
Idaho
$1K
PWM
1237
Parkworth Wealth Management
California
$990
TIM
1238
Total Investment Management
Arizona
$990
HWP
1239
Highline Wealth Partners
California
$891
NMG
1240
New Millennium Group
Utah
$891
CIAS
1241
CBIZ Investment Advisory Services
Ohio
$891
HIA
1242
HFM Investment Advisors
New Jersey
$891
NWM
1243
Nova Wealth Management
Florida
$891
FG
1244
Fairman Group
Pennsylvania
$792
OPTFSNA
1245
Old Point Trust & Financial Services N A
Virginia
$594
NRWA
1246
North Ridge Wealth Advisors
Oregon
$496
SWIM
1247
Smallwood Wealth Investment Management
New Jersey
$495
LFA
1248
Livelsberger Financial Advisory
Ohio
$412
DF
1249
DecisionPoint Financial
Arizona
$302
RS
1250
Rakuten Securities
Japan
$99