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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
TCA
701
Transcend Capital Advisors
New Jersey
$401K
HSA
702
HBK Sorce Advisory
Pennsylvania
$399K
PCM
703
Pointe Capital Management
Michigan
$396K
GWMR
704
GC Wealth Management RIA
Massachusetts
$394K
QEI
705
QSV Equity Investors
Illinois
$394K
SACTSONJ
706
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$393K
DMC
707
Drexel Morgan & Co
Pennsylvania
$392K
SWM
708
Shakespeare Wealth Management
Wisconsin
$379K
VCA
709
Verdence Capital Advisors
Maryland
$377K
NONA
710
Ninety One North America
New York
$377K
PA
711
Profund Advisors
Maryland
$377K
BWP
712
BSW Wealth Partners
Colorado
$375K
MAM
713
Mystic Asset Management
Rhode Island
$373K
VIM
714
Vancity Investment Management
British Columbia, Canada
$371K
FTWA
715
Fifth Third Wealth Advisors
Ohio
$370K
HW
716
Hancock Whitney
Mississippi
$369K
CCA
717
Checchi Capital Advisers
California
$369K
CT
718
Caldwell Trust
Florida
$369K
RCM
719
Radnor Capital Management
Pennsylvania
$369K
SG Americas Securities
720
SG Americas Securities
New York
$367K
KIA
721
Knollwood Investment Advisory
Maryland
$366K
GH
722
GAM Holding
Switzerland
$366K
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$365K
TTWM
724
TCV Trust & Wealth Management
Virginia
$360K
FWCM
725
Ferguson Wellman Capital Management
Oregon
$360K