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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
RT
501
Rockland Trust
Massachusetts
$1.13M
BG
502
Bollard Group
Massachusetts
$1.12M
SF
503
Synovus Financial
Georgia
$1.11M
RBI
504
Raiffeisen Bank International
Austria
$1.1M
PS
505
Principal Securities
Iowa
$1.1M
RC
506
Roundview Capital
New Jersey
$1.1M
AF
507
Ally Financial
Michigan
$1.1M
CI Investments Inc
508
CI Investments Inc
Ontario, Canada
$1.08M
RS
509
R Squared
Hong Kong
$1.07M
GAAM
510
Guinness Atkinson Asset Management
California
$1.06M
RPC
511
Rossmore Private Capital
Connecticut
$1.05M
BBVA
512
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M
SC
513
Scotia Capital
Ontario, Canada
$1.04M
WT
514
Whittier Trust
California
$1.04M
NRS
515
Neville Rodie & Shaw
New York
$1.02M
PWP
516
Principle Wealth Partners
Connecticut
$1.02M
NA
517
NewEdge Advisors
Louisiana
$1.02M
SCA
518
Snowden Capital Advisors
New York
$1M
ATC
519
Argent Trust Co
Tennessee
$1,000K
QIM
520
Quantitative Investment Management
Virginia
$999K
HP
521
Holowesko Partners
Bahamas
$997K
CG
522
Caprock Group
Idaho
$982K
EAM
523
Eventide Asset Management
Massachusetts
$976K
TCWA
524
Turtle Creek Wealth Advisors
Texas
$970K
MSA
525
MUFG Securities Americas
New York
$968K