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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
AFP
626
Ausdal Financial Partners
Iowa
$557K
MM
627
Meridian Management
Arkansas
$549K
BP
628
Ballentine Partners
Massachusetts
$541K
SIA
629
Soltis Investment Advisors
Utah
$541K
ACM
630
Allred Capital Management
Texas
$540K
DP
631
Dearborn Partners
Illinois
$536K
FCH
632
Freestone Capital Holdings
Washington
$533K
HFM
633
Hartford Financial Management
Connecticut
$532K
QWP
634
Quotient Wealth Partners
Texas
$532K
UB
635
UMB Bank
Missouri
$529K
ARMT
636
Amica Retiree Medical Trust
Rhode Island
$526K
CI
637
CX Institutional
Indiana
$526K
EM
638
ELCO Management
New York
$522K
BEI
639
Benjamin Edwards Inc
Missouri
$518K
TPCW
640
TD Private Client Wealth
New York
$512K
SFI
641
Siemens Fonds Invest
Germany
$508K
GC
642
Guggenheim Capital
Illinois
$507K
ACA
643
Aptus Capital Advisors
Alabama
$502K
ISL
644
Ingalls & Snyder LLC
New York
$501K
BSA
645
Bull Street Advisors
Georgia
$500K
WPC
646
Wedmont Private Capital
Pennsylvania
$499K
MNBTD
647
Moody National Bank Trust Division
Texas
$495K
Bank Julius Baer & Co
648
Bank Julius Baer & Co
Switzerland
$494K
SB
649
Simmons Bank
Arkansas
$492K
CFO
650
Callan Family Office
Pennsylvania
$491K