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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
TIM
1126
Tortoise Investment Management
New York
$12.8K
FFA
1127
Frazier Financial Advisors
Ohio
$12.8K
TPBG
1128
Turning Point Benefit Group
Maryland
$12.7K +$12.5K +138 New
AAG
1129
Armstrong Advisory Group
Massachusetts
$12.6K
JWM
1130
JPL Wealth Management
Colorado
$11.2K +$11.2K +123 New
TCM
1131
TruNorth Capital Management
Michigan
$11.2K
SN
1132
Sittner & Nelson
Oregon
$10.8K
DWA
1133
Delos Wealth Advisors
Texas
$10.1K
CFS
1134
CGC Financial Services
Oregon
$10.1K
CFG
1135
CKW Financial Group
Hawaii
$10K
MHR
1136
Matthew Hamilton Rosenberg
$9.78K
PWMG
1137
Private Wealth Management Group
New Jersey
$9.69K -$2.9K -32 -23%
TFA
1138
Transamerica Financial Advisors
Florida
$9.4K +$9.35K +103 New
LCM
1139
Logan Capital Management
Pennsylvania
$9.23K
GWSA
1140
Global Wealth Strategies & Associates
Colorado
$9.14K
KTC
1141
Kentucky Trust Company
Kentucky
$9.14K
VWA
1142
VSM Wealth Advisory
Maryland
$9.14K
YP
1143
YANKCOM Partnership
South Dakota
$9.14K
MBFW
1144
Morton Brown Family Wealth
Pennsylvania
$9.14K +$9.08K +100 New
FPB
1145
First PREMIER Bank
South Dakota
$9K
DSC
1146
Duncker Streett & Co
Missouri
$8.87K
AFWM
1147
Abich Financial Wealth Management
Virginia
$8.64K +$8.53K +94 New
CT
1148
Coastline Trust
Rhode Island
$8.23K
HWA
1149
Heartwood Wealth Advisors
Virginia
$8.14K +$8.08K +89 New
GXJ
1150
Global X Japan
Japan
$7.95K +$7.9K +87 New