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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
CAM
901
Claret Asset Management
Quebec, Canada
$217K -$3K -33 -1%
PFM
902
Patton Fund Management
Texas
$217K
MCA
903
MSH Capital Advisors
Arizona
$216K
CA
904
Capital Advantage
California
$215K +$91 +1 +0%
DAS
905
Dynamic Advisor Solutions
Arizona
$215K -$20.7K -228 -9%
SL
906
Sentry LLC
Tennessee
$214K
LI
907
LMCG Investments
Massachusetts
$214K
PAMG
908
Patton Albertson Miller Group
Tennessee
$214K +$213K +2,341 New
SIG
909
Sky Investment Group
Connecticut
$212K -$10.5K -116 -5%
DCM
910
Donaldson Capital Management
Indiana
$211K -$7.17K -79 -3%
WTA
911
Washington Trust Advisors
Massachusetts
$210K
CPA
912
Capital Performance Advisors
California
$210K +$208K +2,293 New
EWM
913
Empirical Wealth Management
Washington
$209K -$34.8K -383 -14%
PFGIA
914
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$3.27K -36 -2%
BCM
915
Brookstone Capital Management
Illinois
$208K -$3.5M -38,605 -94%
GRP
916
Global Retirement Partners
California
$208K -$125K -1,378 -38%
SVCP
917
Silicon Valley Capital Partners
California
$208K
SF
918
Summit Financial
New Jersey
$207K +$206K +2,269 New
EFSCE
919
Enterprise Financial Services Corp (EFSC)
Missouri
$206K -$59.6K -657 -23%
DLA
920
Douglas Lane & Associates
New York
$206K -$30.9K -340 -13%
ONB
921
Old National Bancorp
Indiana
$205K +$10.7K +118 +6%
FNT
922
First National Trust
Pennsylvania
$202K -$817 -9 -0.4%
DAS
923
Diversify Advisory Services
Utah
$202K +$204K +2,243 New
OIA
924
Optimum Investment Advisors
Illinois
$201K
VA
925
VestGen Advisors
Illinois
$201K +$200K +2,198 New