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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
OAJ
1201
Ogorek Anthony Joseph
New York
$3K +$272 +3 +9%
HAP
1202
Harbor Asset Planning
Massachusetts
$2.94K
BTD
1203
BankPlus Trust Department
Mississippi
$2.65K -$4.54K -50 -63%
DPW
1204
DiNuzzo Private Wealth
Pennsylvania
$2.59K
FFL
1205
Financial Freedom LLC
Ohio
$2.57K
S
1206
Sachetta
Massachusetts
$2.56K -$6.26K -69 -71%
RPA
1207
Redwood Park Advisors
California
$2.56K +$182 +2 +8%
PS
1208
Pinney & Scofield
Massachusetts
$2.5K
MFT
1209
Moisand Fitzgerald Tamayo
Florida
$2.47K
BI
1210
Binnacle Investments
Iowa
$2.47K -$1.36K -15 -36%
PP
1211
PFS Partners
New Jersey
$2.45K
EFMH
1212
E Fund Management (HK)
Hong Kong
$2.38K +$2.36K +26 New
PCFFS
1213
Pacific Center for Financial Services
California
$2.29K
SAS
1214
Spurstone Advisory Services
Connecticut
$2.29K +$2.27K +25 New
CCMI
1215
Creative Capital Management Investments
California
$2.19K
CAC
1216
Core Alternative Capital
Georgia
$2.1K -$13.2K -145 -86%
DWM
1217
Dogwood Wealth Management
Kansas
$2.1K +$635 +7 +44%
BGA
1218
Battery Global Advisors
Massachusetts
$2.01K
NWM
1219
Navigoe Wealth Management
California
$2K
CCM
1220
Cloud Capital Management
Washington
$2K +$2.81K +31 New
TC
1221
Truvestments Capital
Florida
$1.92K -$31.8K -350 -94%
SRCM
1222
Signature Resources Capital Management
California
$1.92K
BHWM
1223
Bay Harbor Wealth Management
Maryland
$1.92K +$272 +3 +17%
BWL
1224
Bogart Wealth LLC
Virginia
$1.92K +$635 +7 +50%
SNB
1225
Security National Bank
Nebraska
$1.92K +$1.91K +21 New