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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
WAC
301
William Allan Corp
Colorado
$4.49M -$26.6K -293 -0.6%
EAMA
302
EFG Asset Management (Americas)
Florida
$4.48M +$17.4K +192 +0.4%
NIM
303
NEOS Investment Management
Connecticut
$4.42M +$1.34M +14,808 +44%
LIP
304
Lighthouse Investment Partners
Florida
$4.41M +$4.38M +48,244 New
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$4.35M -$407K -4,483 -9%
SM
306
Sciencast Management
New Jersey
$4.33M +$714K +7,864 +20%
LI
307
Louisbourg Investments
New Brunswick, Canada
$4.32M +$3.41M +37,590 +175%
EI
308
Ethic Inc
New York
$4.3M -$436K -4,808 -9%
LA
309
Lifeworks Advisors
Michigan
$4.3M -$129K -1,416 -3%
Pathstone Holdings
310
Pathstone Holdings
New Jersey
$4.28M -$171K -1,885 -4%
KCM
311
Kanawha Capital Management
Virginia
$4.23M -$135K -1,492 -3%
AUB
312
Atlantic Union Bankshares
Virginia
$4.22M -$1.08M -11,948 -21%
AIM
313
Artemis Investment Management
United Kingdom
$4.19M -$2.35M -25,886 -36%
Truist Financial
314
Truist Financial
North Carolina
$4.11M -$30.4K -335 -0.7%
OAM
315
OP Asset Management
$4.1M +$105K +1,158 +3%
OPERF
316
Oregon Public Employees Retirement Fund
Oregon
$4.1M +$974K +10,726 +31%
DR
317
Davis Rea
Ontario, Canada
$4.05M +$116K +1,278 +3%
CSIC
318
Clifford Swan Investment Counsel
California
$3.95M -$54.7K -603 -1%
SPC
319
Spirepoint Private Client
Florida
$3.94M +$382K +4,211 +11%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$3.91M +$484K +5,333 +14%
MOACM
321
Mutual of America Capital Management
New York
$3.89M -$247K -2,717 -6%
AM
322
AGF Management
Ontario, Canada
$3.85M +$394K +4,336 +11%
BCI
323
Brinker Capital Investments
Pennsylvania
$3.78M -$359K -3,958 -9%
Mirae Asset Global ETFs Holdings
324
Mirae Asset Global ETFs Holdings
Hong Kong
$3.74M -$282K -3,110 -7%
IIM
325
Ipswich Investment Management
Massachusetts
$3.74M -$762K -8,395 -17%