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Otis Worldwide

1,251 hedge funds and large institutions have $31.1B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 369 increasing their positions, 505 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $43.5M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 123

1% less funds holding

Funds holding: 1,2691,251 (-18)

2.59% less ownership

Funds ownership: 89.19%86.6% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31.1B (-$3.94B)

27% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 505

Holders
1,251
Holders Change
-18
Holders Change %
-1.42%
% of All Funds
16.42%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
120
Increased
369
Reduced
505
Closed
123
Calls
$76.3M
Puts
$43.5M
Net Calls
+$32.8M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modera Wealth Management
New Jersey
$6.37M -$70.5K -777 -1%
BCM
252
BTC Capital Management
Iowa
$6.37M +$1.05M +11,524 +20%
Federated Hermes
253
Federated Hermes
Pennsylvania
$6.24M -$45.8K -504 -0.7%
Calamos Advisors
254
Calamos Advisors
Illinois
$6.15M
Connor, Clark & Lunn Investment Management (CC&L)
255
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.13M -$2.88M -31,678 -32%
AMI
256
Amica Mutual Insurance
Rhode Island
$6.12M
HPC
257
HM Payson & Co
Maine
$6.01M -$1.09M -12,010 -15%
URS
258
Utah Retirement Systems
Utah
$5.96M -$30.5K -336 -0.5%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$5.9M +$1.99M +21,886 +51%
PFSRSONJ
260
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.81M +$326K +3,596 +6%
Holocene Advisors
261
Holocene Advisors
New York
$5.75M -$195K -2,144 -3%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$5.74M +$1.41M +15,500 +33%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$5.62M +$1.5M +16,496 +37%
MC
264
Machina Capital
France
$5.6M +$2.89M +31,836 +108%
MCM
265
MAI Capital Management
Ohio
$5.54M -$84.9K -935 -2%
CB
266
Commerce Bank
Missouri
$5.51M -$138K -1,521 -2%
SOADOR
267
State of Alaska Department of Revenue
Alaska
$5.49M +$1.44M +15,822 +36%
CBU
268
CIBC Bancorp USA
Illinois
$5.38M +$5.34M +58,875 New
ECM
269
Evergreen Capital Management
Washington
$5.38M +$5.09M +56,122 +2,104%
X
270
Xponance
Pennsylvania
$5.32M -$880K -9,693 -14%
Focus Partners Wealth
271
Focus Partners Wealth
Massachusetts
$5.32M +$1.83M +20,135 +53%
BPC
272
Banque Pictet & Cie
Switzerland
$5.31M -$10.5M -115,236 -66%
NYLIM
273
New York Life Investment Management
New York
$5.23M -$166K -1,828 -3%
PP
274
Prudential plc
United Kingdom
$5.21M +$828K +9,124 +19%
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$5.2M +$4.05M +44,592 +364%