OTIS icon

Otis Worldwide

1,237 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, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
Wolverine Trading
576
Wolverine Trading
Illinois
$715K
MFIM
577
Mesirow Financial Investment Management
Illinois
$715K
DWP
578
Daymark Wealth Partners
Ohio
$703K
SIA
579
Sit Investment Associates
Minnesota
$702K
VT
580
Volterra Technologies
New York
$701K
LIM
581
Longfellow Investment Management
Massachusetts
$696K
FMB
582
Field & Main Bank
Kentucky
$695K
PTCG
583
Pring Turner Capital Group
California
$693K
LFG
584
Larson Financial Group
Missouri
$691K
MSE
585
MUFG Securities EMEA
United Kingdom
$687K
PA
586
Parallel Advisors
California
$684K
CWP
587
Curated Wealth Partners
California
$680K
LDB
588
Lee, Danner & Bass
Tennessee
$677K
EB
589
Eastern Bank
Massachusetts
$674K
FCM
590
Fire Capital Management
California
$672K
BAM
591
Blueshift Asset Management
New Jersey
$669K
AWA
592
Arkadios Wealth Advisors
Georgia
$669K
WA
593
Waverly Advisors
Alabama
$666K
WAM
594
Werlinich Asset Management
Connecticut
$654K
DT
595
Diversified Trust
Tennessee
$654K
AAM
596
AR Asset Management
California
$654K
MGIA
597
Moneta Group Investment Advisors
Missouri
$645K
RBC
598
Romano Brothers & Co
Illinois
$643K
MHIC
599
Marble Harbor Investment Counsel
Massachusetts
$642K
KPWS
600
Kestra Private Wealth Services
Texas
$640K