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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
WPC
651
Wedmont Private Capital
Pennsylvania
$499K
MNBTD
652
Moody National Bank Trust Division
Texas
$495K
Bank Julius Baer & Co
653
Bank Julius Baer & Co
Switzerland
$494K
SB
654
Simmons Bank
Arkansas
$492K
CFO
655
Callan Family Office
Pennsylvania
$491K
MAMG
656
Milestone Asset Management Group
Connecticut
$490K
LGF
657
LGT Group Foundation
Liechtenstein
$490K
TE
658
Tema ETFs
New York
$490K
LA
659
LBP AM
France
$486K
CRC
660
Curi RMB Capital
Illinois
$486K
GPA
661
Garrison Point Advisors
California
$485K
IAS
662
Investment Advisory Services
Texas
$485K
SG
663
StoneX Group
New York
$482K
CFG
664
Citizens Financial Group
Rhode Island
$480K
PCM
665
Parsons Capital Management
Rhode Island
$479K
WDA
666
Wendell David Associates
New Hampshire
$478K
COI
667
Connable Office Inc
Michigan
$473K
CSP
668
Cary Street Partners
Virginia
$472K
AssetMark Inc
669
AssetMark Inc
California
$470K
FNFDCM
670
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$469K
SI
671
Stephens Inc
Arkansas
$465K
VBCG
672
Valley Brook Capital Group
Pennsylvania
$463K
PCIA
673
Prime Capital Investment Advisors
Kansas
$459K
BT
674
Banque Transatlantique
France
$455K
FWTB
675
First Western Trust Bank
Colorado
$452K