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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
SS
1101
Sunbelt Securities
Texas
$20.3K +$9.8K +108 +94%
CG
1102
Curat Global
New Hampshire
$19.8K
CFG
1103
Clayton Financial Group
Missouri
$19.7K +$19.6K +216 New
B
1104
Birchbrook
Maine
$19.4K
PAM
1105
Palisade Asset Management
Minnesota
$18.8K +$18.7K +206 New
Optiver Holding
1106
Optiver Holding
Netherlands
$18.5K +$18.3K +202 New
TCM
1107
TD Capital Management
Tennessee
$18.4K -$3.09K -34 -14%
BC
1108
Barrett & Company
Rhode Island
$18.3K
RTL
1109
Red Tortoise LLC
Georgia
$18.1K
HC
1110
Hara Capital
Washington
$17.8K
SL
1111
Salomon & Ludwin
Virginia
$17.4K +$14.2K +156 +459%
HWP
1112
Highline Wealth Partners
California
$16.6K +$15.7K +173 +1,922%
AAG
1113
Accordant Advisory Group
Maryland
$16.5K
FP
1114
Financial Perspectives
Minnesota
$16.5K
CMA
1115
Cedar Mountain Advisors
Oregon
$15.8K
LC
1116
Lavaca Capital
Texas
$15.5K
TLA
1117
Tanglewood Legacy Advisors
Texas
$15.3K
TF
1118
Tompkins Financial
New York
$15.3K
CWM
1119
Cranbrook Wealth Management
Michigan
$14.8K
CYG
1120
Clean Yield Group
Vermont
$14.7K
GEA
1121
Glen Eagle Advisors
New Jersey
$14K
EDRH
1122
Edmond de Rothschild Holding
Switzerland
$13.7K
CB
1123
CNB Bank
Pennsylvania
$12.9K -$14.7K -162 -53%
OP
1124
ORG Partners
Indiana
$12.9K -$5.17K -57 -29%
SIS
1125
Sound Income Strategies
Florida
$12.8K -$2.09K -23 -14%