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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
PCA
601
Pallas Capital Advisors
Massachusetts
$631K
SOW
602
State of Wyoming
Wyoming
$626K
MA
603
Mutual Advisors
Nebraska
$625K
SFA
604
Sequoia Financial Advisors
Ohio
$624K
QCG
605
Quadrant Capital Group
Ohio
$622K
DWT
606
Dorsey & Whitney Trust
South Dakota
$615K
WA
607
Waterford Advisors
New York
$612K
RIL
608
Rothschild Investment LLC
Illinois
$607K
IGGA
609
Iron Gate Global Advisors
Utah
$607K
CPC
610
Cookson Peirce & Co
Pennsylvania
$605K
MOS
611
MGO One Seven
Ohio
$601K
ANBT
612
American National Bank & Trust
Texas
$600K
WJWM
613
Williams Jones Wealth Management
New York
$595K
PAS
614
Park Avenue Securities
New York
$594K
P
615
&Partners
Tennessee
$592K
EC
616
EntryPoint Capital
New York
$588K
AOI
617
Auto-Owners Insurance
Michigan
$585K
CFMC
618
Curbstone Financial Management Corp
New Hampshire
$584K
WS
619
Wedbush Securities
California
$583K
PIM
620
Penobscot Investment Management
Massachusetts
$578K
GI
621
GAMMA Investing
California
$577K
RCAG
622
Rehmann Capital Advisory Group
Michigan
$572K
WC
623
Westhampton Capital
North Carolina
$569K
CTC
624
Central Trust Company
Missouri
$564K
MIC
625
Means Investment Company
Maine
$562K