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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
MCM
851
Mengis Capital Management
Oregon
$242K
MBT
852
Montecito Bank & Trust
California
$241K
KWA
853
Kingswood Wealth Advisors
California
$241K
SCA
854
Stonebridge Capital Advisors
Minnesota
$240K
NECFA
855
New England Capital Financial Advisors
Connecticut
$240K
PAM
856
Panagora Asset Management
Massachusetts
$240K
PF
857
Phoenix Financial
Israel
$239K
BSI
858
Bennett Selby Investments
Maine
$238K
AA
859
Ancora Advisors
Ohio
$238K
FTC
860
Farmers Trust Company
Ohio
$238K
NGA
861
Naples Global Advisors
Florida
$238K
BIG
862
Brooklyn Investment Group
New York
$235K
CC
863
Courier Capital
New York
$235K
LBC
864
Lowe Brockenbrough & Co
Virginia
$234K
SC
865
Sapient Capital
Indiana
$234K
AIM
866
Acropolis Investment Management
Missouri
$234K
DDC
867
DF Dent & Co
Maryland
$234K
CCA
868
Cobblestone Capital Advisors
New York
$233K
FLPIM
869
F.L. Putnam Investment Management
Massachusetts
$233K
SMCM
870
Sky-Mountain Capital Management
Idaho
$232K
FCMC
871
Founders Capital Management (Connecticut)
Connecticut
$232K
ESB
872
Essex Savings Bank
Connecticut
$232K
KFS
873
Keynote Financial Services
Connecticut
$232K
GVAG
874
Great Valley Advisor Group
Delaware
$231K
WP
875
Woodline Partners
California
$231K