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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
SWM
1301
SeaCrest Wealth Management
New York
-$253K -2,558 Closed
MPM
1302
MBB Public Markets
Illinois
-$250K -2,525 Closed
BFA
1303
Bragg Financial Advisors
North Carolina
-$249K -2,511 Closed
VI
1304
Versor Investments
New York
-$245K -2,473 Closed
USCWA
1305
U.S. Capital Wealth Advisors
Texas
-$239K -2,418 Closed
PCP
1306
Proficio Capital Partners
Massachusetts
-$237K -2,392 Closed
IF
1307
Intrua Financial
Texas
-$236K -2,383 Closed
NW
1308
NewEdge Wealth
Pennsylvania
-$208K -2,378 Closed
MYAM
1309
Meiji Yasuda Asset Management
Japan
-$233K -2,353 Closed
ICP
1310
Interchange Capital Partners
Pennsylvania
-$232K -2,343 Closed
CGL
1311
Clarius Group LLC
Washington
-$230K -2,320 Closed
AFG
1312
Atomi Financial Group
New York
-$227K -2,288 Closed
SYBT
1313
Stock Yards Bank & Trust
Kentucky
-$225K -2,268 Closed
LAM
1314
Longboard Asset Management
Arizona
-$224K -2,261 Closed
GCM
1315
GKV Capital Management
California
-$223K -2,250 Closed
AWM
1316
Angeles Wealth Management
California
-$219K -2,214 Closed
NIM
1317
Northeast Investment Management
Massachusetts
-$217K -2,193 Closed
FSC
1318
Full Sail Capital
Oklahoma
-$216K -2,185 Closed
MA
1319
MJP Associates
Connecticut
-$216K -2,183 Closed
Members Trust
1320
Members Trust
Florida
-$216K -2,179 Closed
SCM
1321
Schnieders Capital Management
California
-$216K -2,179 Closed
PCS
1322
Personal CFO Solutions
New Jersey
-$214K -2,160 Closed
MF
1323
Montis Financial
Massachusetts
-$214K -2,156 Closed
PBC
1324
Pavion Blue Capital
California
-$213K -2,151 Closed
PFA
1325
Pure Financial Advisors
California
-$211K -2,132 Closed