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Otis Worldwide

1,237 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, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
SF
501
Synovus Financial
Georgia
$1.11M
RBI
502
Raiffeisen Bank International
Austria
$1.1M
PS
503
Principal Securities
Iowa
$1.1M
RC
504
Roundview Capital
New Jersey
$1.1M
AF
505
Ally Financial
Michigan
$1.1M
CI Investments Inc
506
CI Investments Inc
Ontario, Canada
$1.08M
RS
507
R Squared
Hong Kong
$1.07M
GAAM
508
Guinness Atkinson Asset Management
California
$1.06M
RPC
509
Rossmore Private Capital
Connecticut
$1.05M
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M
SC
511
Scotia Capital
Ontario, Canada
$1.04M
WT
512
Whittier Trust
California
$1.04M
NRS
513
Neville Rodie & Shaw
New York
$1.02M
PWP
514
Principle Wealth Partners
Connecticut
$1.02M
NA
515
NewEdge Advisors
Louisiana
$1.02M
SCA
516
Snowden Capital Advisors
New York
$1M
ATC
517
Argent Trust Co
Tennessee
$1,000K
QIM
518
Quantitative Investment Management
Virginia
$999K
HP
519
Holowesko Partners
Bahamas
$997K
CG
520
Caprock Group
Idaho
$982K
EAM
521
Eventide Asset Management
Massachusetts
$976K
TCWA
522
Turtle Creek Wealth Advisors
Texas
$970K
MSA
523
MUFG Securities Americas
New York
$968K
NP
524
NorthRock Partners
Minnesota
$961K
MLL
525
Moody Lynn & Lieberson
Massachusetts
$955K