OTIS icon

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
LS
826
Livforsakringsbolaget Skandia
Sweden
$266K
MG
827
Mather Group
Illinois
$266K
SWMP
828
Signature Wealth Management Partners
New Jersey
$266K
LCM
829
LCM Capital Management
Illinois
$265K
TC
830
TwinBeech Capital
New York
$264K
PPWP
831
Premier Path Wealth Partners
New Jersey
$264K
DS
832
DRW Securities
Illinois
$263K
JSW
833
Journey Strategic Wealth
New Jersey
$263K
JTWM
834
Jackson Thornton Wealth Management
Alabama
$260K
RWM
835
Ritholtz Wealth Management
New York
$259K
CAG
836
Crestwood Advisors Group
Massachusetts
$259K
SAM
837
S.A. Mason
Michigan
$258K
JMFC
838
J.M. Forbes & Co
Massachusetts
$257K
FCM
839
Fourpath Capital Management
Oklahoma
$256K
RWP
840
RWA Wealth Partners
Massachusetts
$256K
CWP
841
Cyndeo Wealth Partners
Florida
$255K
MP
842
McDonald Partners
Ohio
$255K
CCM
843
Coldstream Capital Management
Washington
$254K
AMIM
844
Aull & Monroe Investment Management
Alabama
$253K
KOMWMG
845
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K
BFS
846
Bard Financial Services
Connecticut
$253K
HCM
847
Howard Capital Management
Georgia
$251K
AC
848
AlphaCore Capital
California
$250K
COCM
849
Charter Oak Capital Management
New Hampshire
$250K
FHA
850
Flagship Harbor Advisors
Massachusetts
$249K