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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
RBC
601
Romano Brothers & Co
Illinois
$643K
MHIC
602
Marble Harbor Investment Counsel
Massachusetts
$642K
KPWS
603
Kestra Private Wealth Services
Texas
$640K
GT
604
Glenview Trust
Kentucky
$638K
IIA
605
ICW Investment Advisors
Arizona
$634K
PCA
606
Pallas Capital Advisors
Massachusetts
$631K
SOW
607
State of Wyoming
Wyoming
$626K
MA
608
Mutual Advisors
Nebraska
$625K
SFA
609
Sequoia Financial Advisors
Ohio
$624K
QCG
610
Quadrant Capital Group
Ohio
$622K
DWT
611
Dorsey & Whitney Trust
South Dakota
$615K
WA
612
Waterford Advisors
New York
$612K
RIL
613
Rothschild Investment LLC
Illinois
$607K
IGGA
614
Iron Gate Global Advisors
Utah
$607K
CPC
615
Cookson Peirce & Co
Pennsylvania
$605K
MOS
616
MGO One Seven
Ohio
$601K
ANBT
617
American National Bank & Trust
Texas
$600K
WJWM
618
Williams Jones Wealth Management
New York
$595K
PAS
619
Park Avenue Securities
New York
$594K
P
620
&Partners
Tennessee
$592K
EC
621
EntryPoint Capital
New York
$588K
AOI
622
Auto-Owners Insurance
Michigan
$585K
CFMC
623
Curbstone Financial Management Corp
New Hampshire
$584K
WS
624
Wedbush Securities
California
$583K
PIM
625
Penobscot Investment Management
Massachusetts
$578K