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Otis Worldwide

1,238 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, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
CW
801
CreativeOne Wealth
Kansas
$281K
TBA
802
Tower Bridge Advisors
Pennsylvania
$281K
RA
803
Riversedge Advisors
Delaware
$280K
GPI
804
General Partner Inc
Pennsylvania
$277K
MWM
805
Meridian Wealth Management
Kentucky
$276K
HWMO
806
Heritage Wealth Management (Ohio)
Ohio
$276K
HBW
807
Hazlett, Burt & Watson
West Virginia
$275K
CI
808
Corient IA
Florida
$274K
SFM
809
Systematic Financial Management
New Jersey
$274K
SLT
810
St Louis Trust
Missouri
$274K
BL
811
Bleichroeder LP
New York
$274K
TIA
812
Tiemann Investment Advisors
California
$274K
P
813
Pitcairn
Pennsylvania
$274K
NAM
814
NTV Asset Management
West Virginia
$273K
MMPW
815
Mitchell McLeod Pugh & Williams
Alabama
$273K
DJSG
816
D.J. St. Germain
Massachusetts
$273K
FFS
817
Founders Financial Securities
Maryland
$273K
AWM
818
AE Wealth Management
Kansas
$270K
ERSOT
819
Employees Retirement System of Texas
Texas
$269K
FFA
820
Farther Finance Advisors
California
$269K
CCM
821
Copeland Capital Management
Pennsylvania
$268K
FCBT
822
First Citizens Bank & Trust
North Carolina
$266K
LS
823
Livforsakringsbolaget Skandia
Sweden
$266K
MG
824
Mather Group
Illinois
$266K
SWMP
825
Signature Wealth Management Partners
New Jersey
$266K