OTIS icon

Otis Worldwide

1,230 hedge funds and large institutions have $31B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 363 increasing their positions, 494 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.58% less ownership

Funds ownership: 88.96%86.38% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 494

Holders
1,230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76.3M
Puts
$43.5M
Net Calls
Net Calls Change

Top Buyers

1 +$283M
2 +$180M
3 +$150M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$132M
5
Squarepoint
Squarepoint
New York
+$124M

Top Sellers

1 -$1.33B
2 -$223M
3 -$86.3M
4
Millennium Management
Millennium Management
New York
-$79.2M
5
Aviva
Aviva
United Kingdom
-$75.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
251
Federated Hermes
Pennsylvania
$6.24M
Calamos Advisors
252
Calamos Advisors
Illinois
$6.15M
Connor, Clark & Lunn Investment Management (CC&L)
253
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.13M
AMI
254
Amica Mutual Insurance
Rhode Island
$6.12M
HPC
255
HM Payson & Co
Maine
$6.01M
URS
256
Utah Retirement Systems
Utah
$5.96M
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$5.9M
PFSRSONJ
258
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.81M
Holocene Advisors
259
Holocene Advisors
New York
$5.75M
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$5.74M
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$5.62M
MC
262
Machina Capital
France
$5.6M
MCM
263
MAI Capital Management
Ohio
$5.54M
CB
264
Commerce Bank
Missouri
$5.51M
SOADOR
265
State of Alaska Department of Revenue
Alaska
$5.49M
CBU
266
CIBC Bancorp USA
Illinois
$5.38M
ECM
267
Evergreen Capital Management
Washington
$5.38M
X
268
Xponance
Pennsylvania
$5.32M
Focus Partners Wealth
269
Focus Partners Wealth
Massachusetts
$5.32M
BPC
270
Banque Pictet & Cie
Switzerland
$5.31M
NYLIM
271
New York Life Investment Management
New York
$5.23M
PP
272
Prudential plc
United Kingdom
$5.21M
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$5.2M
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$5.2M
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$5.19M