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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
API
1226
Asset Planning Inc
California
$1.83K
RWA
1227
Redmont Wealth Advisors
Illinois
$1.74K
VWA
1228
Valued Wealth Advisors
Utah
$1.55K
PWA
1229
Principia Wealth Advisory
Texas
$1.55K -$182 -2 -11%
KG
1230
Kilter Group
New York
$1.37K -$999 -11 -42%
TCA
1231
Trifecta Capital Advisors
Illinois
$1.37K
FC
1232
Fairscale Capital
New Hampshire
$1.1K
GPFA
1233
Game Plan Financial Advisors
Ohio
$1.1K
RWS
1234
Retirement Wealth Solutions
Wisconsin
$1.01K +$999 +11 New
NL
1235
NVWM LLC
Pennsylvania
$914 -$8.53K -94 -90%
AF
1236
Advisornet Financial
Minnesota
$731 -$6.99K -77 -91%
HIA
1237
HFM Investment Advisors
New Jersey
$731 -$91 -1 -11%
FG
1238
Fairman Group
Pennsylvania
$731
WWA
1239
Wealth Watch Advisors
Colorado
$731 +$726 +8 New
OPTFSNA
1240
Old Point Trust & Financial Services N A
Virginia
$549
Q1WB
1241
Quest 10 Wealth Builders
Virginia
$502
NRWA
1242
North Ridge Wealth Advisors
Oregon
$458
HFS
1243
Hughes Financial Services
Virginia
$451 -$1.82K -20 -80%
BHWM
1244
Beaird Harris Wealth Management
Texas
$423 -$908 -10 -67%
DCM
1245
Davis Capital Management
Florida
$366 +$363 +4 New
SA
1246
Seneschal Advisors
Washington
$366 +$363 +4 New
DF
1247
DecisionPoint Financial
Arizona
$278
RS
1248
Rakuten Securities
Japan
$183 +$91 +1 +100%
WW
1249
Winnow Wealth
Texas
$92 -$16.3K -180 -99%
WA
1250
Westfuller Advisors
New York
$57 +$91 +1 New