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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
APW
976
Aventura Private Wealth
Florida
$109K -$92.8K -1,022 -46%
CIAM
977
Caitong International Asset Management
Hong Kong
$108K +$107K +1,182 New
EPIM
978
Evelyn Partners Investment Management
$103K -$4.18K -46 -4%
UIA
979
Ulland Investment Advisors
Minnesota
$102K +$3.81K +42 +4%
LSA
980
Leonteq Securities AG
Switzerland
$102K +$48.7K +537 +93%
PAM
981
Parvin Asset Management
South Dakota
$102K
OL
982
OneFund LLC
Florida
$101K +$3.45K +38 +4%
RAM
983
Ramirez Asset Management
New York
$101K -$174K -1,921 -64%
HDIM
984
Hanson & Doremus Investment Management
Vermont
$100K
FFC
985
First Financial Corp
Indiana
$98K -$54.5K -600 -36%
AEPWM
986
Atlantic Edge Private Wealth Management
Florida
$95.2K
GWP
987
Gen-Wealth Partners
Michigan
$93.7K
CTWM
988
Cherry Tree Wealth Management
Minnesota
$92.4K
CAL
989
Capital Analysts LLC
Pennsylvania
$91K
ECM
990
Estabrook Capital Management
New York
$89.8K
GBT
991
Grove Bank & Trust
Florida
$87.6K
FHC
992
First Horizon Corporation
Tennessee
$84.4K +$83.8K +923 New
MCM
993
MV Capital Management
Maryland
$82.6K -$6.17K -68 -7%
EPIMS
994
Evelyn Partners Investment Management Services
$78.8K
TWD
995
True Wealth Design
Ohio
$77.7K +$67.5K +744 +702%
TFA
996
Toth Financial Advisory
Virginia
$76.3K +$34.9K +385 +86%
EWM
997
Evermay Wealth Management
Virginia
$75.2K
PSB
998
Piscataqua Savings Bank
New Hampshire
$75.2K
JEST
999
JTC Employer Solutions Trustee
Jersey
$75K
NAAA
1000
New Age Alpha Advisors
New York
$74.4K