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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
NIM
301
NEOS Investment Management
Connecticut
$4.42M
LIP
302
Lighthouse Investment Partners
Florida
$4.41M
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$4.35M
SM
304
Sciencast Management
New Jersey
$4.33M
LI
305
Louisbourg Investments
New Brunswick, Canada
$4.32M
EI
306
Ethic Inc
New York
$4.3M
LA
307
Lifeworks Advisors
Michigan
$4.3M
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$4.28M
KCM
309
Kanawha Capital Management
Virginia
$4.23M
AUB
310
Atlantic Union Bankshares
Virginia
$4.22M
AIM
311
Artemis Investment Management
United Kingdom
$4.19M
Truist Financial
312
Truist Financial
North Carolina
$4.11M
OPERF
313
Oregon Public Employees Retirement Fund
Oregon
$4.1M
DR
314
Davis Rea
Ontario, Canada
$4.05M
CSIC
315
Clifford Swan Investment Counsel
California
$3.95M
SPC
316
Spirepoint Private Client
Florida
$3.94M
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$3.91M
MOACM
318
Mutual of America Capital Management
New York
$3.89M
AM
319
AGF Management
Ontario, Canada
$3.85M
BCI
320
Brinker Capital Investments
Pennsylvania
$3.78M
Mirae Asset Global ETFs Holdings
321
Mirae Asset Global ETFs Holdings
Hong Kong
$3.74M
IIM
322
Ipswich Investment Management
Massachusetts
$3.74M
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$3.73M
AF
324
Avanza Fonder
Sweden
$3.72M
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$3.66M