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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
UCB
1076
United Community Bank
South Carolina
$28.6K +$1.18K +13 +4%
NFSG
1077
Newbridge Financial Services Group
Florida
$28.3K -$91 -1 -0.3%
OSNBOA
1078
Old Second National Bank of Aurora
Illinois
$27.4K
MWM
1079
Mascoma Wealth Management
New Hampshire
$27.4K +$1.91K +21 +8%
NRG
1080
Nemes Rush Group
Michigan
$27.2K -$1.54K -17 -5%
MTIC
1081
Missouri Trust & Investment Company
Missouri
$27K
SC
1082
Stance Capital
Massachusetts
$26.9K +$26.8K +295 New
GSWM
1083
Golden State Wealth Management
California
$26.4K -$14.1K -155 -35%
RFP
1084
Root Financial Partners
California
$26.1K +$25.9K +285 New
NC
1085
North Capital
Utah
$25.3K -$91 -1 -0.4%
FUBT
1086
First United Bank & Trust
Maryland
$25.1K
AIC
1087
Archer Investment Corporation
Indiana
$24K
CSPIA
1088
Cary Street Partners Investment Advisory
Virginia
$24K -$150K -1,647 -86%
GKIM
1089
GW&K Investment Management
Massachusetts
$24K +$91 +1 +0.4%
KFA
1090
Kelleher Financial Advisors
New York
$23.1K +$23K +253 New
MWPCG
1091
Measured Wealth Private Client Group
New Hampshire
$22.9K +$22.8K +251 New
CTC
1092
Cetera Trust Company
Minnesota
$22.9K
CWP
1093
Concord Wealth Partners
Virginia
$22.9K
CWM
1094
Consultiva Wealth Management
Puerto Rico
$22.4K
CCM
1095
Chilton Capital Management
Texas
$21.8K -$6.81K -75 -24%
CPBTD
1096
Central Pacific Bank - Trust Division
Hawaii
$21.5K
CBT
1097
Crews Bank & Trust
Florida
$21.5K
WBC
1098
West Branch Capital
Massachusetts
$21.2K
BCPWM
1099
Bradley & Co Private Wealth Management
Florida
$21K
DIP
1100
DT Investment Partners
Pennsylvania
$20.8K