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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
DIA
876
Dana Investment Advisors
Wisconsin
$230K
SFP
877
Sterling Financial Planning
New Jersey
$230K
CIA
878
Caerus Investment Advisors
Texas
$229K
PAS
879
PKS Advisory Services
New York
$229K
Simplex Trading
880
Simplex Trading
Illinois
$229K
LIM
881
Leavell Investment Management
Alabama
$229K
PFS
882
Prospera Financial Services
Texas
$228K
NAS
883
Nicolet Advisory Services
Wisconsin
$228K
EH
884
Equitable Holdings
New York
$226K
CCT
885
Chemung Canal Trust
New York
$226K
MPIA
886
Mountain Pacific Investment Advisers
Idaho
$224K
MNA
887
Manning & Napier Advisors
New York
$222K
AAIS
888
ABN AMRO Investment Solutions
$221K
IC
889
Inscription Capital
Texas
$218K
CAM
890
Claret Asset Management
Quebec, Canada
$217K
PFM
891
Patton Fund Management
Texas
$217K
MCA
892
MSH Capital Advisors
Arizona
$216K
CA
893
Capital Advantage
California
$215K
DAS
894
Dynamic Advisor Solutions
Arizona
$215K
SL
895
Sentry LLC
Tennessee
$214K
LI
896
LMCG Investments
Massachusetts
$214K
PAMG
897
Patton Albertson Miller Group
Tennessee
$214K
SIG
898
Sky Investment Group
Connecticut
$212K
DCM
899
Donaldson Capital Management
Indiana
$211K
WTA
900
Washington Trust Advisors
Massachusetts
$210K