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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
Kayne Anderson Rudnick Investment Management
1151
Kayne Anderson Rudnick Investment Management
California
$7.86K -$908 -10 -10%
PPC
1152
Park Place Capital
Alabama
$7.86K
HHMI
1153
Howard Hughes Medical Institute
Maryland
$7.77K
HNW
1154
High Note Wealth
Minnesota
$7.41K +$272 +3 +4%
JFGIW
1155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.41K +$7.35K +81 New
BFPW
1156
BOK Financial Private Wealth
Colorado
$7.32K
FRA
1157
Front Row Advisors
California
$7.31K
LFASL
1158
Lugano Financial Advisors SA (LFA)
Switzerland
$6.86K
BIM
1159
Breakwater Investment Management
Washington
$6.58K
FDW
1160
Fourth Dimension Wealth
Ohio
$6.55K +$91 +1 +1%
LFA
1161
LGT Financial Advisors
Texas
$6.43K +$363 +4 +6%
BFS
1162
Bare Financial Services
Pennsylvania
$6.13K -$182 -2 -3%
AW
1163
Avion Wealth
Texas
$6K -$454 -5 -7%
MA
1164
MCF Advisors
Kentucky
$5.94K
GK
1165
Graney & King
New York
$5.72K +$91 +1 +2%
MSG
1166
Main Street Group
Virginia
$5.67K
AG
1167
AmeriFlex Group
Nevada
$5.67K +$5.63K +62 New
MMCM
1168
Murphy & Mullick Capital Management
New York
$5.58K
BGAI
1169
Bruce G. Allen Investments
Colorado
$5.49K -$1.91K -21 -26%
CIA
1170
Cape Investment Advisory
Georgia
$5.49K
SR
1171
Syntax Research
Florida
$5.39K
MEG
1172
Millstone Evans Group
Colorado
$5.39K
HIW
1173
Holos Integrated Wealth
Pennsylvania
$5.37K
PWA
1174
Provenance Wealth Advisors
Florida
$5.3K
MAM
1175
Meeder Asset Management
Ohio
$5.3K +$182 +2 +4%