OTIS icon

Otis Worldwide

1,237 hedge funds and large institutions have $31B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 364 increasing their positions, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
SB
651
Simmons Bank
Arkansas
$492K
CFO
652
Callan Family Office
Pennsylvania
$491K
MAMG
653
Milestone Asset Management Group
Connecticut
$490K
LGF
654
LGT Group Foundation
Liechtenstein
$490K
TE
655
Tema ETFs
New York
$490K
LA
656
LBP AM
France
$486K
CRC
657
Curi RMB Capital
Illinois
$486K
GPA
658
Garrison Point Advisors
California
$485K
IAS
659
Investment Advisory Services
Texas
$485K
SG
660
StoneX Group
New York
$482K
CFG
661
Citizens Financial Group
Rhode Island
$480K
PCM
662
Parsons Capital Management
Rhode Island
$479K
WDA
663
Wendell David Associates
New Hampshire
$478K
COI
664
Connable Office Inc
Michigan
$473K
CSP
665
Cary Street Partners
Virginia
$472K
AssetMark Inc
666
AssetMark Inc
California
$470K
FNFDCM
667
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$469K
SI
668
Stephens Inc
Arkansas
$465K
VBCG
669
Valley Brook Capital Group
Pennsylvania
$463K
PCIA
670
Prime Capital Investment Advisors
Kansas
$459K
BT
671
Banque Transatlantique
France
$455K
FWTB
672
First Western Trust Bank
Colorado
$452K
GF
673
Gabelli Funds
New York
$449K
KWM
674
Kingsview Wealth Management
Oregon
$449K
TAM
675
Tocqueville Asset Management
New York
$449K