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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
Boston Partners
376
Boston Partners
Massachusetts
$2.34M +$2.32M +25,547 New
EWM
377
Evercore Wealth Management
New York
$2.33M -$152K -1,672 -6%
BAMF
378
BI Asset Management Fondsmaeglerselskab
Denmark
$2.28M +$652K +7,185 +41%
SCM
379
Sterling Capital Management
North Carolina
$2.27M -$218K -2,401 -9%
KRS
380
Kentucky Retirement Systems
Kentucky
$2.27M -$69.3K -763 -3%
CAM
381
Close Asset Management
United Kingdom
$2.25M -$27.9K -307 -1%
MKC
382
M. Kraus & Co
Vermont
$2.25M -$129K -1,420 -5%
HI
383
Horizon Investments
North Carolina
$2.25M +$1.51M +16,616 +208%
SA
384
Sanctuary Advisors
Indiana
$2.2M +$616K +6,787 +39%
HT
385
Headlands Technologies
Illinois
$2.16M +$1.36M +15,036 +175%
CK
386
Cohen Klingenstein
New York
$2.15M
DAS
387
DMKC Advisory Services
Iowa
$2.15M +$105K +1,158 +5%
CNBT
388
Canandaigua National Bank & Trust
New York
$2.13M -$36.1K -398 -2%
JC
389
JB Capital
Connecticut
$2.13M +$30.5K +336 +1%
HIMC
390
Heritage Investors Management Corp
Maryland
$2.13M
BPA
391
Beacon Pointe Advisors
California
$2.11M +$161K +1,769 +8%
HIMCH
392
Hartford Investment Management Co (HIMCO)
Connecticut
$2.1M -$80.2K -883 -4%
AI
393
Atom Investors
Texas
$2.09M +$1.13M +12,464 +119%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$2.09M +$314K +3,459 +18%
NB
395
Norinchukin Bank
Japan
$2.08M +$9.17K +101 +0.4%
William Blair & Company
396
William Blair & Company
Illinois
$2.07M -$189K -2,078 -8%
CGH
397
Crossmark Global Holdings
Texas
$2.06M -$72.8K -802 -3%
GIM
398
Glenmede Investment Management
Pennsylvania
$2.06M -$370K -4,078 -15%
Point72 Asset Management
399
Point72 Asset Management
Connecticut
$2.05M +$2.04M +22,463 New
VVP
400
Venture Visionary Partners
Ohio
$2.01M -$182 -2 -0%