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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
MWM
801
Meridian Wealth Management
Kentucky
$276K
HWMO
802
Heritage Wealth Management (Ohio)
Ohio
$276K
HBW
803
Hazlett, Burt & Watson
West Virginia
$275K
CI
804
Corient IA
Florida
$274K
SLT
805
St Louis Trust
Missouri
$274K
BL
806
Bleichroeder LP
New York
$274K
SFM
807
Systematic Financial Management
New Jersey
$274K
TIA
808
Tiemann Investment Advisors
California
$274K
P
809
Pitcairn
Pennsylvania
$274K
NAM
810
NTV Asset Management
West Virginia
$273K
MMPW
811
Mitchell McLeod Pugh & Williams
Alabama
$273K
DJSG
812
D.J. St. Germain
Massachusetts
$273K
FFS
813
Founders Financial Securities
Maryland
$273K
AWM
814
AE Wealth Management
Kansas
$270K
ERSOT
815
Employees Retirement System of Texas
Texas
$269K
FFA
816
Farther Finance Advisors
California
$269K
CCM
817
Copeland Capital Management
Pennsylvania
$268K
FCBT
818
First Citizens Bank & Trust
North Carolina
$266K
LS
819
Livforsakringsbolaget Skandia
Sweden
$266K
MG
820
Mather Group
Illinois
$266K
SWMP
821
Signature Wealth Management Partners
New Jersey
$266K
LCM
822
LCM Capital Management
Illinois
$265K
TC
823
TwinBeech Capital
New York
$264K
PPWP
824
Premier Path Wealth Partners
New Jersey
$264K
DS
825
DRW Securities
Illinois
$263K