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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
OPTFSNA
1251
Old Point Trust & Financial Services N A
Virginia
$594
Q1WB
1252
Quest 10 Wealth Builders
Virginia
$544
NRWA
1253
North Ridge Wealth Advisors
Oregon
$496
SWIM
1254
Smallwood Wealth Investment Management
New Jersey
$495
LFA
1255
Livelsberger Financial Advisory
Ohio
$412
DF
1256
DecisionPoint Financial
Arizona
$302
RS
1257
Rakuten Securities
Japan
$99
SWP
1258
Strategic Wealth Partners
Ohio
$50
BTCPP
1259
Border to Coast Pensions Partnership
United Kingdom
PI
1260
PGGM Investments
Netherlands
CF
1261
Corebridge Financial
Texas
SIC
1262
Schwartz Investment Counsel
Michigan
OPCM
1263
Osborne Partners Capital Management
California
JG
1264
Jain Global
New York
WG
1265
Winton Group
United Kingdom
USAA
1266
United Services Automobile Association
Texas
SAM
1267
Sawgrass Asset Management
Florida
LIP
1268
Liontrust Investment Partners
United Kingdom
GAM
1269
Generali Asset Management
Italy
QIM
1270
Quantitative Investment Management
Virginia
QC
1271
Quantessence Capital
New York
Nomura Holdings
1272
Nomura Holdings
Japan
AC
1273
Allstate Corporation
Illinois
SC
1274
SummitTX Capital
Texas
TC
1275
TownSquare Capital
Utah