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Otis Worldwide

1,247 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, 365 increasing their positions, 505 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:

2.59% less ownership

Funds ownership: 89.07%86.48% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.94B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 505

Holders
1,247
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 +$281M
2 +$178M
3 +$149M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$131M
5
Squarepoint
Squarepoint
New York
+$123M

Top Sellers

1 -$1.32B
2 -$222M
3 -$85.7M
4
Millennium Management
Millennium Management
New York
-$78.7M
5
Aviva
Aviva
United Kingdom
-$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
476
Davenport & Co
Virginia
$1.29M
AMCA
477
Arthur M. Cohen & Associates
Illinois
$1.28M
AC
478
Allstate Corporation
Illinois
$1.28M
BJL
479
Brighton Jones LLC
Washington
$1.26M
RBA
480
Richard Bernstein Advisors
New York
$1.25M
MGP
481
Metis Global Partners
California
$1.22M
AAM
482
Advisors Asset Management
Colorado
$1.2M
TIAA Trust, National Association
483
TIAA Trust, National Association
North Carolina
$1.2M
OIA
484
OneDigital Investment Advisors
Kansas
$1.19M
UCFA
485
United Capital Financial Advisors
Texas
$1.19M
PS
486
Pensionfund Sabic
Netherlands
$1.19M
NSEDCP
487
NJ State Employees Deferred Compensation Plan
New Jersey
$1.19M
GIM
488
Goelzer Investment Management
Indiana
$1.19M
TCOV
489
Trust Company of Vermont
Vermont
$1.18M
CWA
490
Carolina Wealth Advisors
South Carolina
$1.18M
TCPG
491
Trivant Custom Portfolio Group
California
$1.18M
TSWM
492
Triangle Securities Wealth Management
North Carolina
$1.18M
Capstone Investment Advisors
493
Capstone Investment Advisors
New York
$1.17M
TMAM
494
Tokio Marine Asset Management
Japan
$1.16M
AIM
495
AHL Investment Management
Florida
$1.15M
IIM
496
Ironwood Investment Management
Massachusetts
$1.15M
LOAMS
497
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.15M
SAM
498
Shell Asset Management
Netherlands
$1.15M
NMIMC
499
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M
CA
500
Clearstead Advisors
Ohio
$1.13M