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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
Empower Advisory Group
926
Empower Advisory Group
Colorado
$201K +$199K +2,193 New
CCA
927
Childress Capital Advisors
Texas
$200K -$13.2K -145 -6%
PCM
928
Penserra Capital Management
California
$200K +$2.18K +24 +1%
SAM
929
Smartleaf Asset Management
Massachusetts
$198K +$67K +738 +51%
GIA
930
GHP Investment Advisors
Colorado
$198K -$30.2K -333 -13%
IWA
931
Icon Wealth Advisors
Texas
$192K +$38.9K +429 +26%
WSC
932
Wellington Shields & Co
New York
$191K
HI
933
Harbour Investments
Wisconsin
$182K -$15.6K -172 -8%
WANY
934
Wealthspire Advisors (New York)
New York
$179K -$42.1K -464 -19%
DZ Bank
935
DZ Bank
Germany
$169K
SC
936
SouthState Corp
Florida
$167K -$36.1K -398 -18%
CF
937
Centaurus Financial
California
$167K -$39.9K -440 -19%
BC
938
Broadwater Capital
Massachusetts
$167K -$16.2M -178,592 -99%
IA
939
IFP Advisors
Florida
$163K -$42.3K -466 -21%
CTA
940
Colonial Trust Advisors
South Carolina
$162K -$49.3K -543 -23%
ADL
941
Asset Dedication LLC
California
$161K -$38K -419 -19%
DMBA
942
Deseret Mutual Benefit Administrators
Utah
$158K
BTI
943
Blue Trust Inc
Georgia
$156K +$24.9K +274 +19%
ST
944
Smithfield Trust
Pennsylvania
$150K
ATC
945
Adirondack Trust Company
New York
$149K -$908 -10 -0.6%
HIA
946
Harbor Investment Advisory
Maryland
$149K
GWM
947
Geneos Wealth Management
Colorado
$148K -$43.6K -480 -23%
CNBTD
948
Citizens National Bank Trust Department
Mississippi
$147K
BONH
949
Bank of New Hampshire
New Hampshire
$144K -$999 -11 -0.7%
SIM
950
Sentry Investment Management
Wisconsin
$139K -$240K -2,644 -63%