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Otis Worldwide

1,244 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, 504 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: 89.05%86.47% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.93B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 504

Holders
1,244
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
MWM
851
Mission Wealth Management
California
$247K
DA
852
Dover Advisors
Virginia
$247K
CAU
853
Caxton Associates (UK)
$245K
PSP
854
Principal Street Partners
Tennessee
$245K
CT
855
Colonial Trust
South Carolina
$243K
MCM
856
Mengis Capital Management
Oregon
$242K
MBT
857
Montecito Bank & Trust
California
$241K
KWA
858
Kingswood Wealth Advisors
California
$241K
SCA
859
Stonebridge Capital Advisors
Minnesota
$240K
NECFA
860
New England Capital Financial Advisors
Connecticut
$240K
PAM
861
Panagora Asset Management
Massachusetts
$240K
PF
862
Phoenix Financial
Israel
$239K
BSI
863
Bennett Selby Investments
Maine
$238K
AA
864
Ancora Advisors
Ohio
$238K
FTC
865
Farmers Trust Company
Ohio
$238K
NGA
866
Naples Global Advisors
Florida
$238K
BIG
867
Brooklyn Investment Group
New York
$235K
CC
868
Courier Capital
New York
$235K
LBC
869
Lowe Brockenbrough & Co
Virginia
$234K
SC
870
Sapient Capital
Indiana
$234K
AIM
871
Acropolis Investment Management
Missouri
$234K
DDC
872
DF Dent & Co
Maryland
$234K
CCA
873
Cobblestone Capital Advisors
New York
$233K
FLPIM
874
F.L. Putnam Investment Management
Massachusetts
$233K
SMCM
875
Sky-Mountain Capital Management
Idaho
$232K