We are live on ! Find out more
OTIS icon

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
JWA
1051
JFS Wealth Advisors
Pennsylvania
$36.5K -$272 -3 -0.7%
TFM
1052
TFC Financial Management
Massachusetts
$36.3K -$182 -2 -0.5%
MSWM
1053
Mowery & Schoenfeld Wealth Management
Illinois
$36.2K -$4.27K -47 -11%
GWSG
1054
GPS Wealth Strategies Group
Colorado
$36.2K
HWM
1055
Hemington Wealth Management
Virginia
$35K -$3.72K -41 -9%
M
1056
MOTCO
Texas
$34.6K
OCM
1057
Orion Capital Management
California
$34.3K
FFO
1058
Fortitude Family Office
Arizona
$33.7K +$91 +1 +0.3%
FWA
1059
Flagship Wealth Advisors
Massachusetts
$33.6K
PAG
1060
Paladin Advisory Group
Iowa
$32.3K
ACA
1061
American Capital Advisory
Idaho
$31.6K -$272 -3 -0.9%
OC
1062
Oakworth Capital
Alabama
$31.4K +$10.3K +113 +49%
AWM
1063
Abound Wealth Management
Tennessee
$31.2K -$22.5K -248 -42%
WIM
1064
Westside Investment Management
California
$31K +$15.3K +168 +100%
PWA
1065
Physician Wealth Advisors
Utah
$31K +$11.3K +124 +58%
IUHSA
1066
Itau Unibanco Holding S.A.
Brazil
$30.9K -$1.54K -17 -5%
RA
1067
Ransom Advisory
Rhode Island
$30.7K -$9.08K -100 -23%
Loomis, Sayles & Company
1068
Loomis, Sayles & Company
Massachusetts
$30.7K +$545 +6 +2%
SIC
1069
SJS Investment Consulting
Ohio
$30.4K +$6.08K +67 +25%
PWMG
1070
Prestige Wealth Management Group
New Jersey
$29.4K
PB
1071
Pinnacle Bancorp
Nebraska
$29.2K +$1.73K +19 +6%
AAS
1072
Ameritas Advisory Services
Nebraska
$29.1K -$39.9K -439 -58%
VNA
1073
Valley National Advisers
Pennsylvania
$29K -$54.3K -598 -65%
IFS
1074
Intelligent Financial Strategies
Minnesota
$28.9K
PMFA
1075
Plante Moran Financial Advisors
Michigan
$28.6K