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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
NP
526
NorthRock Partners
Minnesota
$961K
MLL
527
Moody Lynn & Lieberson
Massachusetts
$955K
CAM
528
Cresset Asset Management
Illinois
$953K
BIM
529
Bridges Investment Management
Nebraska
$952K
KRSITF
530
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$951K
CAG
531
Cypress Advisory Group
Arizona
$949K
Nomura Holdings
532
Nomura Holdings
Japan
$942K
HIM
533
Hillsdale Investment Management
Ontario, Canada
$942K
FPAS
534
Focus Partners Advisor Solutions
Missouri
$939K
WSFS
535
Wilmington Savings Fund Society
Delaware
$922K
SCTC
536
Sanibel Captiva Trust Company
Florida
$920K
WC
537
Woodstock Corp
Massachusetts
$915K
CFG
538
Cooper Financial Group
California
$913K
FMWA
539
Forvis Mazars Wealth Advisors
Missouri
$899K
BCWM
540
Bartlett & Co Wealth Management
Ohio
$894K
KCM
541
Kornitzer Capital Management
Kansas
$885K
FC
542
FORA Capital
Florida
$877K
CWM
543
Compass Wealth Management
Connecticut
$870K
AWP
544
Ascent Wealth Partners
New York
$870K
IAS
545
IMA Advisory Services
Colorado
$869K
Lido Advisors
546
Lido Advisors
California
$867K
AWM
547
Apollon Wealth Management
South Carolina
$866K
SO
548
STRS Ohio
Ohio
$864K
TCOT
549
Trust Company of Toledo
Ohio
$856K
1C
550
111 Capital
France
$851K