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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
HFS
951
Hantz Financial Services
Michigan
$137K +$69.6K +767 +105%
MCM
952
Manchester Capital Management
Vermont
$134K -$35.9K -396 -21%
CL
953
CSS LLC
Illinois
$133K +$133K +1,460 New
FMTCOCP
954
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$131K
FC
955
Financial Consulate
Maryland
$130K +$129K +1,421 New
C
956
Covestor
United Kingdom
$127K +$27.4K +302 +28%
FDCP
957
Foster Dykema Cabot & Partners
Massachusetts
$125K
FLP
958
Financial Life Planners
Arizona
$124K +$123K +1,355 New
CA
959
Crewe Advisors
Utah
$124K +$123K +1,351 New
AWM
960
AllSquare Wealth Management
New York
$123K
RMC
961
Resources Management Corp
Connecticut
$123K -$3.63K -40 -3%
NSIM
962
North Star Investment Management
Illinois
$122K -$45.5K -501 -27%
QC
963
Quent Capital
New York
$121K +$120K +1,321 New
PFBT
964
Parkside Financial Bank & Trust
Missouri
$120K -$2.72K -30 -2%
WB
965
Webster Bank
Connecticut
$120K -$908 -10 -0.8%
WPA
966
Wealth Preservation Advisors
Tennessee
$118K
IRAG
967
Investment Research & Advisory Group
Georgia
$118K -$1.78M -19,637 -94%
CH
968
Cromwell Holdings
Wyoming
$117K +$272 +3 +0.2%
BSB
969
Bangor Savings Bank
Maine
$116K
CSC
970
Caldwell Sutter Capital
California
$116K
AGWCA
971
Annis Gardner Whiting Capital Advisors
Florida
$115K +$63.8K +703 +126%
SC
972
Steph & Co
Wisconsin
$115K
CFO
973
CVA Family Office
Colorado
$115K -$6.81K -75 -6%
ETC
974
Exchange Traded Concepts
Oklahoma
$113K +$32.8K +361 +41%
AIM
975
Anchor Investment Management
South Carolina
$111K