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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
EM
701
Excalibur Management
Massachusetts
$405K
TBT
702
Texas Bank & Trust
Texas
$402K
WT
703
Washington Trust
Rhode Island
$401K
TCA
704
Transcend Capital Advisors
New Jersey
$401K
HSA
705
HBK Sorce Advisory
Pennsylvania
$399K
PCM
706
Pointe Capital Management
Michigan
$396K
GWMR
707
GC Wealth Management RIA
Massachusetts
$394K
QEI
708
QSV Equity Investors
Illinois
$394K
SACTSONJ
709
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$393K
DMC
710
Drexel Morgan & Co
Pennsylvania
$392K
SWM
711
Shakespeare Wealth Management
Wisconsin
$379K
VCA
712
Verdence Capital Advisors
Maryland
$377K
NONA
713
Ninety One North America
New York
$377K
PA
714
Profund Advisors
Maryland
$377K
BWP
715
BSW Wealth Partners
Colorado
$375K
MAM
716
Mystic Asset Management
Rhode Island
$373K
VIM
717
Vancity Investment Management
British Columbia, Canada
$371K
FTWA
718
Fifth Third Wealth Advisors
Ohio
$370K
HW
719
Hancock Whitney
Mississippi
$369K
CCA
720
Checchi Capital Advisers
California
$369K
CT
721
Caldwell Trust
Florida
$369K
RCM
722
Radnor Capital Management
Pennsylvania
$369K
SG Americas Securities
723
SG Americas Securities
New York
$367K
KIA
724
Knollwood Investment Advisory
Maryland
$366K
GH
725
GAM Holding
Switzerland
$366K