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Otis Worldwide

1,238 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, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
BC
551
Burney Company
Virginia
$835K
CIA
552
Concurrent Investment Advisors
Florida
$831K
MCM
553
Monarch Capital Management
Indiana
$823K
DILIC
554
Dai-ichi Life Insurance Company
Japan
$816K
MAS
555
Meeder Advisory Services
Ohio
$816K
KF
556
Krilogy Financial
Missouri
$814K
BWP
557
Burling Wealth Partners
Illinois
$810K
GT
558
Greenleaf Trust
Michigan
$808K
HAG
559
HighPoint Advisor Group
Illinois
$808K
IWC
560
Integrated Wealth Concepts
Massachusetts
$803K
XT
561
XTX Topco
Cayman Islands
$796K
MK
562
MASTERINVEST Kapitalanlage
$793K
FRM
563
Fox Run Management
Connecticut
$787K
Vontobel Holding
564
Vontobel Holding
Switzerland
$786K
PCP
565
Perbak Capital Partners
United Kingdom
$786K
BHIA
566
Birch Hill Investment Advisors
Massachusetts
$781K
JIC
567
Johnson Investment Counsel
Ohio
$775K
FNBT
568
FineMark National Bank & Trust
Florida
$758K
OC
569
Oppenheimer & Co
New York
$755K
AFCM
570
Applied Finance Capital Management
Puerto Rico
$753K
NAM
571
NorthCrest Asset Manangement
Minnesota
$751K
DBIA
572
Dumont & Blake Investment Advisors
New Jersey
$749K
SWP
573
Stratos Wealth Partners
Ohio
$735K
MF
574
Magnetar Financial
Illinois
$730K
SIC
575
Salem Investment Counselors
North Carolina
$718K