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Otis Worldwide

1,247 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, 365 increasing their positions, 505 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:

2.59% less ownership

Funds ownership: 89.07%86.48% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.94B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 505

Holders
1,247
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 +$281M
2 +$178M
3 +$149M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$131M
5
Squarepoint
Squarepoint
New York
+$123M

Top Sellers

1 -$1.32B
2 -$222M
3 -$85.7M
4
Millennium Management
Millennium Management
New York
-$78.7M
5
Aviva
Aviva
United Kingdom
-$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
801
Boyd Watterson Asset Management
Ohio
$283K
SCM
802
Sterneck Capital Management
Missouri
$282K
CW
803
CreativeOne Wealth
Kansas
$281K
TBA
804
Tower Bridge Advisors
Pennsylvania
$281K
RA
805
Riversedge Advisors
Delaware
$280K
GPI
806
General Partner Inc
Pennsylvania
$277K
MWM
807
Meridian Wealth Management
Kentucky
$276K
HWMO
808
Heritage Wealth Management (Ohio)
Ohio
$276K
JTF
809
J. Team Financial
Texas
$275K
HBW
810
Hazlett, Burt & Watson
West Virginia
$275K
CI
811
Corient IA
Florida
$274K
SFM
812
Systematic Financial Management
New Jersey
$274K
BL
813
Bleichroeder LP
New York
$274K
SLT
814
St Louis Trust
Missouri
$274K
TIA
815
Tiemann Investment Advisors
California
$274K
P
816
Pitcairn
Pennsylvania
$274K
NAM
817
NTV Asset Management
West Virginia
$273K
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$273K
DJSG
819
D.J. St. Germain
Massachusetts
$273K
FFS
820
Founders Financial Securities
Maryland
$273K
AWM
821
AE Wealth Management
Kansas
$270K
ERSOT
822
Employees Retirement System of Texas
Texas
$269K
FFA
823
Farther Finance Advisors
California
$269K
CCM
824
Copeland Capital Management
Pennsylvania
$268K
FCBT
825
First Citizens Bank & Trust
North Carolina
$266K