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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
GJIA
1176
Glass Jacobson Investment Advisors
Maryland
$5.15K
CFP
1177
Comprehensive Financial Planning
Pennsylvania
$5.03K
CTB
1178
Country Trust Bank
Illinois
$5.03K +$4.99K +55 New
STB
1179
S&T Bank
Pennsylvania
$4.66K
NSG
1180
Nalls Sherbakoff Group
Tennessee
$4.57K
CVM
1181
Cheviot Value Management
California
$4.57K
MAFA
1182
MJT & Associates Financial Advisory
Minnesota
$4.48K
RF
1183
Rossby Financial
Florida
$4.43K
FGAM
1184
Financial Gravity Asset Management
Texas
$4.39K +$4.36K +48 New
HI
1185
Hoey Investments
Pennsylvania
$4.21K
ME
1186
McIlrath & Eck
Washington
$4.11K -$1.63K -18 -29%
TSMHT
1187
Thurston Springer Miller Herd & Titak
Indiana
$3.93K -$74.7K -823 -95%
IWM
1188
Inlight Wealth Management
Georgia
$3.66K
PFSC
1189
Peoples Financial Services Corp
Pennsylvania
$3.66K
AP
1190
Aspect Partners
Virginia
$3.57K +$1.27K +14 +56%
FGA
1191
Fortis Group Advisors
New Jersey
$3.47K
HHGA
1192
Halbert Hargrove Global Advisors
California
$3.38K +$3.36K +37 New
MAM
1193
Marquette Asset Management
Minnesota
$3.38K +$3.36K +37 New
DF
1194
Dunhill Financial
United Kingdom
$3.23K -$454 -5 -13%
CPG
1195
Cornerstone Planning Group
New Jersey
$3.21K +$8.71K +96 +107%
FPF
1196
First Pacific Financial
Washington
$3.2K +$3.18K +35 New
GA
1197
Guerra Advisors
Florida
$3.11K +$3.09K +34 New
FWM
1198
FSA Wealth Management
Massachusetts
$3.02K -$2.18K -24 -42%
AWM
1199
Activest Wealth Management
Florida
$3.02K -$999 -11 -25%
WCM
1200
Westend Capital Management
California
$3.02K