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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
Baird Financial Group
351
Baird Financial Group
Wisconsin
$2.91M -$39.9K -440 -1%
MIM
352
Morningstar Investment Management
Illinois
$2.89M +$2.87M +31,609 New
AG
353
Algert Global
California
$2.89M +$2.51M +27,645 +705%
AF
354
Allworth Financial
California
$2.88M -$209K -2,299 -7%
OA
355
Oxbow Advisors
Texas
$2.88M +$84.8K +934 +3%
TRSOTSOK
356
Teachers Retirement System of the State of Kentucky
Kentucky
$2.86M
SMI
357
Shelter Mutual Insurance
Missouri
$2.85M
FT
358
Fiduciary Trust
Massachusetts
$2.85M -$174K -1,919 -6%
CPCPP
359
Canada Post Corporation Pension Plan
Canada
$2.75M
RIM
360
Rakuten Investment Management
Japan
$2.72M +$30.5K +336 New
EF
361
Empowered Funds
Pennsylvania
$2.69M +$1.77M +19,542 +197%
LI
362
LRI Investments
Florida
$2.67M +$9.17K +101 +0.3%
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$2.66M -$46K -507 -2%
AIM
364
Aigen Investment Management
New York
$2.66M -$1.55M -17,074 -37%
STA
365
Summit Trail Advisors
New York
$2.65M +$1.65M +18,180 +168%
MFG
366
Merit Financial Group
Georgia
$2.61M +$476K +5,246 +23%
LIM
367
Letson Investment Management
Georgia
$2.6M +$115K +1,269 +5%
AAP
368
Arax Advisory Partners
Colorado
$2.56M +$2.4M +26,458 +1,658%
DGM
369
Delta Global Management
New York
$2.56M +$200K +2,207 +9%
SAM
370
Silvercrest Asset Management
New York
$2.55M +$113K +1,249 +5%
WG
371
Winton Group
United Kingdom
$2.53M +$2.51M +27,700 New
LAM
372
LECAP Asset Management
United Kingdom
$2.48M -$138K -1,520 -5%
MSU
373
Mizuho Securities USA
New York
$2.47M +$118K +1,303 +5%
ET
374
Entropy Technologies
New York
$2.45M +$1.91M +21,076 +366%
AS
375
Aware Super
Australia
$2.41M