OTIS icon

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
VHAM
1301
Van Hulzen Asset Management
California
CA
1302
Cullinan Associates
Kentucky
MCM
1303
Marathon Capital Management
Maryland
IC
1304
Iconiq Capital
California
PL
1305
Plancorp LLC
Missouri
FI
1306
Fractal Investments
Connecticut
ACIM
1307
Azimuth Capital Investment Management
Michigan
AA
1308
Alta Advisers
United Kingdom
CA
1309
Commerzbank Aktiengesellschaft
Germany
WFAG
1310
Wescott Financial Advisory Group
Pennsylvania
BCM
1311
Becker Capital Management
Oregon
AIM
1312
Acropolis Investment Management
Missouri
FLP
1313
Financial Life Planners
Arizona
QC
1314
Quent Capital
New York
MIM
1315
Meridiem Investment Management
United Kingdom
Group One Trading
1316
Group One Trading
Illinois
CWC
1317
Carolinas Wealth Consulting
North Carolina
CAM
1318
Cacti Asset Management
Georgia
FAM
1319
Flaharty Asset Management
Florida
CA
1320
Continuum Advisory
Idaho
WF
1321
Wayfinding Financial
Washington
OCM
1322
Osterweis Capital Management
California
HCP
1323
Hexagon Capital Partners
Arkansas
MFS
1324
Mattson Financial Services
Michigan
SCB
1325
Saudi Central Bank
Saudi Arabia