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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
RA
1001
Rise Advisors
New York
$74.2K +$817 +9 +1%
IBOK
1002
Independence Bank of Kentucky
Kentucky
$74.2K
SC
1003
Sawyer & Company
Massachusetts
$74K
CT
1004
Clearstead Trust
Maine
$73.6K
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$71K
ETS
1006
ESL Trust Services
New York
$68.6K
PP
1007
Pacifica Partners
Canada
$68.4K
CAM
1008
Chesapeake Asset Management
New York
$68.3K +$31.8K +350 +88%
CAM
1009
Costello Asset Management
Pennsylvania
$66.5K -$6.63K -73 -9%
MSFP
1010
Mark Sheptoff Financial Planning
Connecticut
$66.2K -$9.89K -109 -13%
CSB
1011
City State Bank
Iowa
$66.2K -$3K -33 -4%
BAM
1012
Bellevue Asset Management
Washington
$65.5K
OC
1013
Oakmont Corp
California
$64.5K
SFCL
1014
Strengthening Families & Communities LLC
Massachusetts
$64.1K -$91 -1 -0.1%
SWM
1015
Spire Wealth Management
Virginia
$63.9K -$65.5K -721 -51%
CA
1016
CoreCap Advisors
Michigan
$61.9K -$1.27K -14 -2%
ITIM
1017
Indiana Trust & Investment Management
Indiana
$61.8K
SSG
1018
Summit Securities Group
New York
$61.8K +$37.3K +411 +155%
VCM
1019
Versant Capital Management
Arizona
$61K -$305K -3,358 -83%
SS
1020
SBI Securities
Japan
$60.7K +$91 +1 +0.2%
APW
1021
Acima Private Wealth
Virginia
$59.4K
HRC
1022
Hoertkorn Richard Charles
$58.5K -$3.81K -42 -6%
CFFP
1023
Center for Financial Planning
Michigan
$58.1K -$6.81K -75 -11%
CBT
1024
CoreFirst Bank & Trust
Kansas
$57K
DFA
1025
DHJJ Financial Advisors
Illinois
$56.7K