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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
EP
851
Essential Partners
California
$251K +$182K +2,004 +270%
AC
852
AlphaCore Capital
California
$250K +$8.17K +90 +3%
COCM
853
Charter Oak Capital Management
New Hampshire
$250K +$5.26K +58 +2%
FHA
854
Flagship Harbor Advisors
Massachusetts
$249K -$10.7K -118 -4%
RP
855
Riverwater Partners
Wisconsin
$249K -$10.8K -119 -4%
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$248K -$30.3K -334 -11%
MWM
857
Mission Wealth Management
California
$247K +$8.71K +96 +4%
DA
858
Dover Advisors
Virginia
$247K
CAU
859
Caxton Associates (UK)
$245K -$190K -2,097 -44%
PSP
860
Principal Street Partners
Tennessee
$245K -$240K -2,640 -50%
CT
861
Colonial Trust
South Carolina
$243K
MCM
862
Mengis Capital Management
Oregon
$242K
MBT
863
Montecito Bank & Trust
California
$241K +$240K +2,640 New
KWA
864
Kingswood Wealth Advisors
California
$241K +$48.6K +535 +25%
SCA
865
Stonebridge Capital Advisors
Minnesota
$240K -$1.18K -13 -0.5%
NECFA
866
New England Capital Financial Advisors
Connecticut
$240K -$15K -165 -6%
PAM
867
Panagora Asset Management
Massachusetts
$240K -$456K -5,020 -66%
PF
868
Phoenix Financial
Israel
$239K +$238K +2,618 New
BSI
869
Bennett Selby Investments
Maine
$238K +$27.7K +305 +13%
AA
870
Ancora Advisors
Ohio
$238K -$18.4K -203 -7%
FTC
871
Farmers Trust Company
Ohio
$238K +$16.9K +186 +8%
NGA
872
Naples Global Advisors
Florida
$238K +$38.6K +425 +20%
BIG
873
Brooklyn Investment Group
New York
$235K -$4.45K -49 -2%
CC
874
Courier Capital
New York
$235K
LBC
875
Lowe Brockenbrough & Co
Virginia
$234K +$9.08K +100 +4%