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Otis Worldwide

1,238 hedge funds and large institutions have $31B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 364 increasing their positions, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

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

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
YIA
401
YHB Investment Advisors
Connecticut
$1.98M
ZIG
402
Zurich Insurance Group
Switzerland
$1.96M
QCM
403
QRG Capital Management
Illinois
$1.96M
BHCM
404
Brevan Howard Capital Management
Jersey
$1.9M
SPIA
405
Steward Partners Investment Advisory
New York
$1.89M
AWA
406
Arete Wealth Advisors
Illinois
$1.89M
LSERS
407
Louisiana State Employees Retirement System
Louisiana
$1.88M
JWCA
408
J.W. Cole Advisors
Florida
$1.88M
BG
409
BDF Gestion
France
$1.83M
PCM
410
Polymer Capital Management
New York
$1.82M
GIBU
411
Gulf International Bank (UK)
United Kingdom
$1.81M
KAS
412
Kestra Advisory Services
Texas
$1.79M
B
413
Bailard
California
$1.79M
LWCFA
414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.78M
Envestnet Portfolio Solutions
415
Envestnet Portfolio Solutions
Illinois
$1.76M
ATS
416
Ashton Thomas Securities
New York
$1.76M
NLGIA
417
Nippon Life Global Investors Americas
New York
$1.76M
EFS
418
Essex Financial Services
Connecticut
$1.76M
MSRPS
419
Maryland State Retirement & Pension System
Maryland
$1.76M
CC
420
Chicago Capital
Illinois
$1.76M
PA
421
Pinnacle Associates
New York
$1.75M
SAM
422
Securian Asset Management
Minnesota
$1.73M
WTC
423
WhitTier Trust Company
Nevada
$1.73M
PIM
424
Plato Investment Management
Australia
$1.73M
ANTB
425
AMG National Trust Bank
Colorado
$1.7M