OTIS icon

Otis Worldwide

1,237 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, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
TC
826
TwinBeech Capital
New York
$264K
PPWP
827
Premier Path Wealth Partners
New Jersey
$264K
DS
828
DRW Securities
Illinois
$263K
JSW
829
Journey Strategic Wealth
New Jersey
$263K
JTWM
830
Jackson Thornton Wealth Management
Alabama
$260K
RWM
831
Ritholtz Wealth Management
New York
$259K
CAG
832
Crestwood Advisors Group
Massachusetts
$259K
SAM
833
S.A. Mason
Michigan
$258K
JMFC
834
J.M. Forbes & Co
Massachusetts
$257K
FCM
835
Fourpath Capital Management
Oklahoma
$256K
RWP
836
RWA Wealth Partners
Massachusetts
$256K
CWP
837
Cyndeo Wealth Partners
Florida
$255K
MP
838
McDonald Partners
Ohio
$255K
CCM
839
Coldstream Capital Management
Washington
$254K
AMIM
840
Aull & Monroe Investment Management
Alabama
$253K
KOMWMG
841
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K
BFS
842
Bard Financial Services
Connecticut
$253K
HCM
843
Howard Capital Management
Georgia
$251K
AC
844
AlphaCore Capital
California
$250K
COCM
845
Charter Oak Capital Management
New Hampshire
$250K
FHA
846
Flagship Harbor Advisors
Massachusetts
$249K
RP
847
Riverwater Partners
Wisconsin
$249K
MPWT
848
MassMutual Private Wealth & Trust
Connecticut
$248K
MWM
849
Mission Wealth Management
California
$247K
DA
850
Dover Advisors
Virginia
$247K