We are live on ! Find out more
OTIS icon

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
MPI
1326
Mairs & Power Inc
Minnesota
-$211K -2,128 Closed
AG
1327
Ascent Group
Virginia
-$211K -2,127 Closed
DTL
1328
Dynamic Technology Lab
Singapore
-$210K -2,121 Closed
BMM
1329
Berkshire Money Management
Massachusetts
-$208K -2,100 Closed
AF
1330
Arrow Financial
New York
-$205K -2,075 Closed
TWP
1331
Tyche Wealth Partners
Texas
-$203K -2,055 Closed
GAG
1332
GM Advisory Group
New York
-$202K -2,038 Closed
PP
1333
PDS Planning
Ohio
-$201K -2,027 Closed
CPA
1334
Court Place Advisors
Maryland
-$200K -2,022 Closed
IFWM
1335
Institute for Wealth Management
Colorado
-$200K -2,020 Closed
Lazard Asset Management
1336
Lazard Asset Management
New York
-$186K -1,886 Closed
MYIA
1337
Mount Yale Investment Advisors
Colorado
-$102K -1,034 Closed
GM
1338
GeoWealth Management
Illinois
-$102K -1,033 Closed
PD
1339
Point72 (DIFC)
United Arab Emirates
-$91.7K -926 Closed
IIM
1340
Intact Investment Management
Quebec, Canada
-$79.2K -800 Closed
OWA
1341
Opal Wealth Advisors
New York
-$72.7K -734 Closed
QL
1342
Quarry LP
New York
-$58.2K -588 Closed
BCMLT
1343
Beacon Capital Management LLC (Tennessee)
Tennessee
-$51.1K -517 Closed
CWM
1344
CarsonAllaria Wealth Management
Illinois
-$39.2K -395 Closed
AWM
1345
Atticus Wealth Management
Florida
-$31.9K -322 Closed
T
1346
Transce3nd
Texas
-$26.3K -266 Closed
RAM
1347
Riggs Asset Management
Pennsylvania
-$23.9K -241 Closed
RTC
1348
Riverview Trust Company
Washington
-$22.8K -230 Closed
WA
1349
Whipplewood Advisors
Colorado
-$22.4K -226 Closed
OW
1350
Olistico Wealth
Oklahoma
-$19.8K -200 Closed