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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
PS
501
Principal Securities
Iowa
$1.1M
RC
502
Roundview Capital
New Jersey
$1.1M
AF
503
Ally Financial
Michigan
$1.1M
CI Investments Inc
504
CI Investments Inc
Ontario, Canada
$1.08M
RS
505
R Squared
Hong Kong
$1.07M
GAAM
506
Guinness Atkinson Asset Management
California
$1.06M
RPC
507
Rossmore Private Capital
Connecticut
$1.05M
BBVA
508
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M
SC
509
Scotia Capital
Ontario, Canada
$1.04M
WT
510
Whittier Trust
California
$1.04M
NRS
511
Neville Rodie & Shaw
New York
$1.02M
PWP
512
Principle Wealth Partners
Connecticut
$1.02M
NA
513
NewEdge Advisors
Louisiana
$1.02M
SCA
514
Snowden Capital Advisors
New York
$1M
ATC
515
Argent Trust Co
Tennessee
$1,000K
QIM
516
Quantitative Investment Management
Virginia
$999K
HP
517
Holowesko Partners
Bahamas
$997K
CG
518
Caprock Group
Idaho
$982K
EAM
519
Eventide Asset Management
Massachusetts
$976K
TCWA
520
Turtle Creek Wealth Advisors
Texas
$970K
MSA
521
MUFG Securities Americas
New York
$968K
NP
522
NorthRock Partners
Minnesota
$961K
MLL
523
Moody Lynn & Lieberson
Massachusetts
$955K
BIM
524
Bridges Investment Management
Nebraska
$952K
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$951K