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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
EWA
676
EverSource Wealth Advisors
Alabama
$447K
S
677
SignatureFD
Georgia
$441K
MA
678
Montag & Associates
Georgia
$434K
VT
679
Vise Technologies
New York
$433K
BMO
680
Beck Mack & Oliver
New York
$431K
TWC
681
TD Waterhouse Canada
Ontario, Canada
$430K
EWA
682
Exencial Wealth Advisors
Oklahoma
$428K
ASN
683
Advisory Services Network
Georgia
$428K
CWP
684
Core Wealth Partners
California
$427K
MC
685
Moors & Cabot
Massachusetts
$422K
CIA
686
Choate Investment Advisors
Massachusetts
$420K
LNWWM
687
Laird Norton Wetherby Wealth Management
California
$420K
EI
688
Ellevest Inc
New York
$417K
VFA
689
Valeo Financial Advisors
Indiana
$415K
PWAM
690
Private Wealth Asset Management
Iowa
$414K
EHC
691
Everett Harris & Co
California
$413K
1SB
692
1ST Source Bank
Indiana
$413K
SMH
693
Sanders Morris Harris
Texas
$411K
HH
694
Hilltop Holdings
Texas
$408K
CT
695
Chicago Trust
Illinois
$407K
EM
696
Excalibur Management
Massachusetts
$405K
TBT
697
Texas Bank & Trust
Texas
$402K
WT
698
Washington Trust
Rhode Island
$401K
TCA
699
Transcend Capital Advisors
New Jersey
$401K
HSA
700
HBK Sorce Advisory
Pennsylvania
$399K