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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
TPWA
1351
Twin Peaks Wealth Advisors
California
-$12.1K -137 Closed
NC
1352
NewSquare Capital
Pennsylvania
-$12.7K -128 Closed
TCM
1353
Traub Capital Management
Massachusetts
-$11K -111 Closed
CB
1354
Centennial Bank
Arkansas
-$10.9K -110 Closed
BDPWM
1355
Barnes Dennig Private Wealth Management
Ohio
-$10.6K -107 Closed
KIM
1356
Kestra Investment Management
Texas
-$11K -107 Closed
FC
1357
Family CFO
California
-$9.21K -93 Closed
SO
1358
Sierra Ocean
California
-$7.38K -74 Closed
RP
1359
Raelipskie Partnership
Ontario, Canada
-$6.14K -62 Closed
PSFG
1360
Park Square Financial Group
Georgia
-$6.04K -61 Closed
TVWM
1361
Tower View Wealth Management
Wisconsin
-$5.78K -58 Closed
CPA
1362
Compass Planning Associates
Massachusetts
-$5.11K -52 Closed
WCM
1363
WealthTrak Capital Management
Virginia
-$2.97K -30 Closed
FMP
1364
Financial Management Professionals
Texas
-$2.08K -21 Closed
CWP
1365
Clark Wealth Partners
Illinois
-$1.98K -20 Closed
EWA
1366
EQ Wealth Advisors
Texas
-$1.98K -20 Closed
WTFG
1367
Wood Tarver Financial Group
Idaho
-$1K -20 Closed
SC
1368
Stephens Consulting
Michigan
-$1.29K -13 Closed
TIM
1369
Total Investment Management
Arizona
-$990 -10 Closed
CIAS
1370
CBIZ Investment Advisory Services
Ohio
-$891 -9 Closed
NMG
1371
New Millennium Group
Utah
-$891 -9 Closed
NWM
1372
Nova Wealth Management
Florida
-$891 -9 Closed
SWIM
1373
Smallwood Wealth Investment Management
New Jersey
-$495 -5 Closed
LFA
1374
Livelsberger Financial Advisory
Ohio
-$412 -4 Closed