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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
PCM
701
Pointe Capital Management
Michigan
$396K
GWMR
702
GC Wealth Management RIA
Massachusetts
$394K
QEI
703
QSV Equity Investors
Illinois
$394K
SACTSONJ
704
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$393K
DMC
705
Drexel Morgan & Co
Pennsylvania
$392K
SWM
706
Shakespeare Wealth Management
Wisconsin
$379K
VCA
707
Verdence Capital Advisors
Maryland
$377K
NONA
708
Ninety One North America
New York
$377K
PA
709
Profund Advisors
Maryland
$377K
BWP
710
BSW Wealth Partners
Colorado
$375K
MAM
711
Mystic Asset Management
Rhode Island
$373K
VIM
712
Vancity Investment Management
British Columbia, Canada
$371K
FTWA
713
Fifth Third Wealth Advisors
Ohio
$370K
HW
714
Hancock Whitney
Mississippi
$369K
CCA
715
Checchi Capital Advisers
California
$369K
CT
716
Caldwell Trust
Florida
$369K
RCM
717
Radnor Capital Management
Pennsylvania
$369K
SG Americas Securities
718
SG Americas Securities
New York
$367K
KIA
719
Knollwood Investment Advisory
Maryland
$366K
GH
720
GAM Holding
Switzerland
$366K
BHWM
721
Bar Harbor Wealth Management
New Hampshire
$365K
TTWM
722
TCV Trust & Wealth Management
Virginia
$360K
FWCM
723
Ferguson Wellman Capital Management
Oregon
$360K
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$360K
PTC
725
Philadelphia Trust Company
Pennsylvania
$359K