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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
MAMG
651
Milestone Asset Management Group
Connecticut
$490K
LGF
652
LGT Group Foundation
Liechtenstein
$490K
TE
653
Tema ETFs
New York
$490K
LA
654
LBP AM
France
$486K
CRC
655
Curi RMB Capital
Illinois
$486K
GPA
656
Garrison Point Advisors
California
$485K
IAS
657
Investment Advisory Services
Texas
$485K
SG
658
StoneX Group
New York
$482K
CFG
659
Citizens Financial Group
Rhode Island
$480K
PCM
660
Parsons Capital Management
Rhode Island
$479K
WDA
661
Wendell David Associates
New Hampshire
$478K
COI
662
Connable Office Inc
Michigan
$473K
CSP
663
Cary Street Partners
Virginia
$472K
AssetMark Inc
664
AssetMark Inc
California
$470K
FNFDCM
665
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$469K
SI
666
Stephens Inc
Arkansas
$465K
VBCG
667
Valley Brook Capital Group
Pennsylvania
$463K
PCIA
668
Prime Capital Investment Advisors
Kansas
$459K
BT
669
Banque Transatlantique
France
$455K
FWTB
670
First Western Trust Bank
Colorado
$452K
GF
671
Gabelli Funds
New York
$449K
KWM
672
Kingsview Wealth Management
Oregon
$449K
TAM
673
Tocqueville Asset Management
New York
$449K
GC
674
Grimes & Company
Massachusetts
$448K
OL
675
Optas LLC
Texas
$448K