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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
RCM
801
Requisite Capital Management
Texas
$284K +$281K +3,101 New
CCB
802
Country Club Bank
Missouri
$283K -$4.54K -50 -2%
HW
803
HORAN Wealth
Ohio
$283K +$281K +3,094 New
BWAM
804
Boyd Watterson Asset Management
Ohio
$283K +$3.9K +43 +1%
SCM
805
Sterneck Capital Management
Missouri
$282K +$280K +3,088 New
CW
806
CreativeOne Wealth
Kansas
$281K +$30K +331 +12%
TBA
807
Tower Bridge Advisors
Pennsylvania
$281K -$25K -275 -8%
RA
808
Riversedge Advisors
Delaware
$280K +$278K +3,062 New
GPI
809
General Partner Inc
Pennsylvania
$277K
MWM
810
Meridian Wealth Management
Kentucky
$276K +$3.36K +37 +1%
HWMO
811
Heritage Wealth Management (Ohio)
Ohio
$276K
JTF
812
J. Team Financial
Texas
$275K +$273K +3,009 New
HBW
813
Hazlett, Burt & Watson
West Virginia
$275K +$1.09K +12 +0.4%
CI
814
Corient IA
Florida
$274K -$90.8K -1,000 -25%
BL
815
Bleichroeder LP
New York
$274K
SLT
816
St Louis Trust
Missouri
$274K
SFM
817
Systematic Financial Management
New Jersey
$274K
TIA
818
Tiemann Investment Advisors
California
$274K -$11.3K -125 -4%
P
819
Pitcairn
Pennsylvania
$274K +$2.45K +27 +0.9%
NAM
820
NTV Asset Management
West Virginia
$273K -$33.6K -370 -11%
MMPW
821
Mitchell McLeod Pugh & Williams
Alabama
$273K
DJSG
822
D.J. St. Germain
Massachusetts
$273K -$3K -33 -1%
FFS
823
Founders Financial Securities
Maryland
$273K -$11.3K -125 -4%
AWM
824
AE Wealth Management
Kansas
$270K -$81.3K -896 -23%
ERSOT
825
Employees Retirement System of Texas
Texas
$269K -$2.13M -23,509 -89%