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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
DWP
576
Daymark Wealth Partners
Ohio
$703K
SIA
577
Sit Investment Associates
Minnesota
$702K
VT
578
Volterra Technologies
New York
$701K
LIM
579
Longfellow Investment Management
Massachusetts
$696K
FMB
580
Field & Main Bank
Kentucky
$695K
PTCG
581
Pring Turner Capital Group
California
$693K
LFG
582
Larson Financial Group
Missouri
$691K
MSE
583
MUFG Securities EMEA
United Kingdom
$687K
PA
584
Parallel Advisors
California
$684K
CWP
585
Curated Wealth Partners
California
$680K
LDB
586
Lee, Danner & Bass
Tennessee
$677K
EB
587
Eastern Bank
Massachusetts
$674K
FCM
588
Fire Capital Management
California
$672K
BAM
589
Blueshift Asset Management
New Jersey
$669K
AWA
590
Arkadios Wealth Advisors
Georgia
$669K
WA
591
Waverly Advisors
Alabama
$666K
WAM
592
Werlinich Asset Management
Connecticut
$654K
DT
593
Diversified Trust
Tennessee
$654K
AAM
594
AR Asset Management
California
$654K
MGIA
595
Moneta Group Investment Advisors
Missouri
$645K
RBC
596
Romano Brothers & Co
Illinois
$643K
MHIC
597
Marble Harbor Investment Counsel
Massachusetts
$642K
KPWS
598
Kestra Private Wealth Services
Texas
$640K
GT
599
Glenview Trust
Kentucky
$638K
IIA
600
ICW Investment Advisors
Arizona
$634K