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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
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$264M +$92M +1,013,876 +54%
Capital Research Global Investors
27
Capital Research Global Investors
California
$258M +$1.42M +15,589 +0.6%
AQR Capital Management
28
AQR Capital Management
Connecticut
$237M +$131M +1,445,904 +126%
CF
29
Canoe Financial
Alberta, Canada
$221M +$85.4M +940,862 +64%
Primecap Management
30
Primecap Management
California
$217M +$5.47M +60,260 +3%
Charles Schwab
31
Charles Schwab
California
$216M -$220K -2,425 -0.1%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$216M -$3.16M -34,830 -1%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$187M -$65.3M -718,973 -26%
Squarepoint
34
Squarepoint
New York
$186M +$123M +1,352,530 +200%
VanEck Associates
35
VanEck Associates
New York
$185M +$178M +1,966,019 +3,464%
UBS Group
36
UBS Group
Switzerland
$182M +$25.8M +284,589 +17%
LCOV
37
London Company of Virginia
Virginia
$180M -$8.88M -97,774 -5%
Goldman Sachs
38
Goldman Sachs
New York
$176M -$29.2M -321,325 -14%
GAM
39
Guinness Asset Management
United Kingdom
$175M -$1.17M -12,845 -0.7%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$171M -$5.5M -60,568 -3%
BBHC
41
Brown Brothers Harriman & Co
New York
$156M +$20.1M +221,201 +15%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$153M +$9.08M +100,029 +6%
FIS
43
Fundsmith Investment Services
Mauritius
$150M -$4.47M -49,255 -3%
Amundi
44
Amundi
France
$149M -$1.91M -21,044 -1%
Deutsche Bank
45
Deutsche Bank
Germany
$143M -$48.7M -537,001 -26%
UIM
46
USS Investment Management
United Kingdom
$141M -$25.9M -284,807 -16%
Macquarie Group
47
Macquarie Group
Australia
$116M +$10.8M +118,858 +10%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$113M -$16.8M -184,941 -13%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$108M +$36.7M +403,972 +52%
ClearBridge Investments
50
ClearBridge Investments
New York
$105M -$12.6M -138,405 -11%