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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
CAG
526
Cypress Advisory Group
Arizona
$949K
Nomura Holdings
527
Nomura Holdings
Japan
$942K
HIM
528
Hillsdale Investment Management
Ontario, Canada
$942K
FPAS
529
Focus Partners Advisor Solutions
Missouri
$939K
WSFS
530
Wilmington Savings Fund Society
Delaware
$922K
SCTC
531
Sanibel Captiva Trust Company
Florida
$920K
WC
532
Woodstock Corp
Massachusetts
$915K
CFG
533
Cooper Financial Group
California
$913K
FMWA
534
Forvis Mazars Wealth Advisors
Missouri
$899K
BCWM
535
Bartlett & Co Wealth Management
Ohio
$894K
KCM
536
Kornitzer Capital Management
Kansas
$885K
FC
537
FORA Capital
Florida
$877K
CWM
538
Compass Wealth Management
Connecticut
$870K
AWP
539
Ascent Wealth Partners
New York
$870K
IAS
540
IMA Advisory Services
Colorado
$869K
Lido Advisors
541
Lido Advisors
California
$867K
AWM
542
Apollon Wealth Management
South Carolina
$866K
SO
543
STRS Ohio
Ohio
$864K
TCOT
544
Trust Company of Toledo
Ohio
$856K
1C
545
111 Capital
France
$851K
AAM
546
Azzad Asset Management
Virginia
$843K
HFBOT
547
Home Federal Bank of Tennessee
Tennessee
$839K
BC
548
Burney Company
Virginia
$835K
CIA
549
Concurrent Investment Advisors
Florida
$831K
MCM
550
Monarch Capital Management
Indiana
$823K