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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
EPAM
1026
Evelyn Partners Asset Management
$54.8K
PEAK6
1027
PEAK6
Illinois
$54.3K -$39K -430 -42%
KFI
1028
Key Financial Inc
Pennsylvania
$53.4K -$454 -5 -0.9%
HFS
1029
Hopwood Financial Services
Virginia
$51.4K
HNB
1030
Hilltop National Bank
Wyoming
$47.4K
MMG
1031
Monetary Management Group
Missouri
$46.5K
JGIA
1032
Jackson Grant Investment Advisers
Connecticut
$46.2K +$182 +2 +0.4%
CCMW
1033
Cypress Capital Management (Wyoming)
Wyoming
$45.7K
QWM
1034
Quaker Wealth Management
New Jersey
$45.5K -$635 -7 -1%
NS
1035
NBC Securities
Alabama
$45.4K +$27.1K +299 +151%
CFD
1036
Creative Financial Designs
Indiana
$43.6K -$454 -5 -1%
GCM
1037
Gables Capital Management
Florida
$43.4K
CAL
1038
Capital Advisors Ltd
Ohio
$43K -$5.72K -63 -12%
WA
1039
WPG Advisers
Maryland
$42K -$5.08K -56 -11%
JFA
1040
JNBA Financial Advisors
Minnesota
$41.5K
CWM
1041
Crowley Wealth Management
Delaware
$41.1K
FCAS
1042
First Command Advisory Services
Texas
$41K
FCT
1043
First Community Trust
Iowa
$39.9K
TFIPS
1044
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.8K
ZBNA
1045
Zions Bancorporation, National Association
Utah
$38.2K +$4.45K +49 +13%
FNWA
1046
Financial Network Wealth Advisors
Utah
$37.9K
MIM
1047
MTM Investment Management
South Carolina
$37.3K
BCM
1048
Boreal Capital Management
Florida
$36.6K -$4.54K -50 -11%
WSCM
1049
Wellington Shields Capital Management
New York
$36.6K
CB
1050
Community Bank
New York
$36.6K