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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
AAM
551
Azzad Asset Management
Virginia
$843K
HFBOT
552
Home Federal Bank of Tennessee
Tennessee
$839K
BC
553
Burney Company
Virginia
$835K
CIA
554
Concurrent Investment Advisors
Florida
$831K
MCM
555
Monarch Capital Management
Indiana
$823K
DILIC
556
Dai-ichi Life Insurance Company
Japan
$816K
MAS
557
Meeder Advisory Services
Ohio
$816K
KF
558
Krilogy Financial
Missouri
$814K
BWP
559
Burling Wealth Partners
Illinois
$810K
GT
560
Greenleaf Trust
Michigan
$808K
HAG
561
HighPoint Advisor Group
Illinois
$808K
IWC
562
Integrated Wealth Concepts
Massachusetts
$803K
XT
563
XTX Topco
Cayman Islands
$796K
MK
564
MASTERINVEST Kapitalanlage
$793K
FRM
565
Fox Run Management
Connecticut
$787K
Vontobel Holding
566
Vontobel Holding
Switzerland
$786K
PCP
567
Perbak Capital Partners
United Kingdom
$786K
BHIA
568
Birch Hill Investment Advisors
Massachusetts
$781K
JIC
569
Johnson Investment Counsel
Ohio
$775K
FNBT
570
FineMark National Bank & Trust
Florida
$758K
OC
571
Oppenheimer & Co
New York
$755K
AFCM
572
Applied Finance Capital Management
Puerto Rico
$753K
NAM
573
NorthCrest Asset Manangement
Minnesota
$751K
DBIA
574
Dumont & Blake Investment Advisors
New Jersey
$749K
SWP
575
Stratos Wealth Partners
Ohio
$735K