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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
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$360K
PTC
727
Philadelphia Trust Company
Pennsylvania
$359K
AP
728
Atwood & Palmer
Missouri
$359K
RWM
729
Rialto Wealth Management
New York
$356K
KIA
730
Kraematon Investment Advisors
Massachusetts
$356K
SMA
731
Sage Mountain Advisors
Georgia
$353K
CFB
732
Cullen/Frost Bankers
Texas
$353K
WBC
733
Westpac Banking Corp
Australia
$353K
SFG
734
Sovereign Financial Group
Connecticut
$352K
RC
735
Rexford Capital
Texas
$350K
CI
736
Cigna Investments
Connecticut
$350K
BF
737
BOK Financial
Oklahoma
$350K
FFA
738
Fortune Financial Advisors
Kansas
$350K
CPIG
739
Chicago Partners Investment Group
Illinois
$348K
BB
740
Busey Bank
Illinois
$347K
RCA
741
Resonant Capital Advisors
Wisconsin
$346K
RSWA
742
Robinson Smith Wealth Advisors
Maine
$345K
SCM
743
Shelton Capital Management
Colorado
$344K
AWM
744
Arista Wealth Management
Nevada
$344K
FG
745
Fiduciary Group
Georgia
$342K
GI
746
GAMCO Investors
Connecticut
$338K
BTW
747
Boston Trust Walden
Massachusetts
$338K
MFS
748
Miller Financial Services
Michigan
$338K
BAAM
749
Baker Avenue Asset Management
California
$336K
PPW
750
Parcion Private Wealth
Washington
$334K