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Otis Worldwide

1,238 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, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
DA
851
Dover Advisors
Virginia
$247K
CAU
852
Caxton Associates (UK)
$245K
PSP
853
Principal Street Partners
Tennessee
$245K
CT
854
Colonial Trust
South Carolina
$243K
MCM
855
Mengis Capital Management
Oregon
$242K
MBT
856
Montecito Bank & Trust
California
$241K
KWA
857
Kingswood Wealth Advisors
California
$241K
SCA
858
Stonebridge Capital Advisors
Minnesota
$240K
NECFA
859
New England Capital Financial Advisors
Connecticut
$240K
PAM
860
Panagora Asset Management
Massachusetts
$240K
PF
861
Phoenix Financial
Israel
$239K
BSI
862
Bennett Selby Investments
Maine
$238K
AA
863
Ancora Advisors
Ohio
$238K
FTC
864
Farmers Trust Company
Ohio
$238K
NGA
865
Naples Global Advisors
Florida
$238K
BIG
866
Brooklyn Investment Group
New York
$235K
CC
867
Courier Capital
New York
$235K
LBC
868
Lowe Brockenbrough & Co
Virginia
$234K
SC
869
Sapient Capital
Indiana
$234K
AIM
870
Acropolis Investment Management
Missouri
$234K
DDC
871
DF Dent & Co
Maryland
$234K
CCA
872
Cobblestone Capital Advisors
New York
$233K
FLPIM
873
F.L. Putnam Investment Management
Massachusetts
$233K
SMCM
874
Sky-Mountain Capital Management
Idaho
$232K
FCMC
875
Founders Capital Management (Connecticut)
Connecticut
$232K