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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
JSW
826
Journey Strategic Wealth
New Jersey
$263K
JTWM
827
Jackson Thornton Wealth Management
Alabama
$260K
RWM
828
Ritholtz Wealth Management
New York
$259K
CAG
829
Crestwood Advisors Group
Massachusetts
$259K
SAM
830
S.A. Mason
Michigan
$258K
JMFC
831
J.M. Forbes & Co
Massachusetts
$257K
FCM
832
Fourpath Capital Management
Oklahoma
$256K
RWP
833
RWA Wealth Partners
Massachusetts
$256K
CWP
834
Cyndeo Wealth Partners
Florida
$255K
MP
835
McDonald Partners
Ohio
$255K
CCM
836
Coldstream Capital Management
Washington
$254K
AMIM
837
Aull & Monroe Investment Management
Alabama
$253K
KOMWMG
838
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K
BFS
839
Bard Financial Services
Connecticut
$253K
HCM
840
Howard Capital Management
Georgia
$251K
AC
841
AlphaCore Capital
California
$250K
COCM
842
Charter Oak Capital Management
New Hampshire
$250K
FHA
843
Flagship Harbor Advisors
Massachusetts
$249K
RP
844
Riverwater Partners
Wisconsin
$249K
MPWT
845
MassMutual Private Wealth & Trust
Connecticut
$248K
MWM
846
Mission Wealth Management
California
$247K
DA
847
Dover Advisors
Virginia
$247K
CAU
848
Caxton Associates (UK)
$245K
PSP
849
Principal Street Partners
Tennessee
$245K
CT
850
Colonial Trust
South Carolina
$243K