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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
HIC
751
Holderness Investments Company
North Carolina
$331K
NICM
752
Neo Ivy Capital Management
New York
$330K
O
753
Ossiam
France
$330K
GWM
754
GSB Wealth Management
Connecticut
$328K
AIP
755
Ameritas Investment Partners
Nebraska
$327K
BIA
756
Bell Investment Advisors
California
$325K
BRWA
757
B. Riley Wealth Advisors
Florida
$324K
PWMAG
758
Pinnacle Wealth Management Advisory Group
New Jersey
$324K
PI
759
PFG Investments
New York
$321K
PP
760
Patten & Patten
Tennessee
$320K
NB
761
Northwest Bancshares
Pennsylvania
$320K
TW
762
TritonPoint Wealth
Maryland
$320K
SPI
763
Strategic Planning Inc
Ohio
$320K
MMH
764
Menora Mivtachim Holdings
Israel
$320K
AA
765
Addison Advisors
Vermont
$318K
BFO
766
Boston Family Office
Massachusetts
$317K
GDP
767
Great Diamond Partners
Maine
$315K
FCP
768
Fidelis Capital Partners
Florida
$315K
AP
769
Americana Partners
Texas
$312K
FIM
770
Fruth Investment Management
Texas
$311K
FFM
771
Forum Financial Management
Illinois
$308K
BCV
772
Banque Cantonale Vaudoise
Switzerland
$307K
AC
773
Armistice Capital
New York
$305K
DWM
774
Defined Wealth Management
Oregon
$305K
IA
775
Integrity Alliance
Iowa
$304K