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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
CPA
901
Capital Performance Advisors
California
$210K
EWM
902
Empirical Wealth Management
Washington
$209K
PFGIA
903
Patriot Financial Group Insurance Agency
Massachusetts
$209K
BCM
904
Brookstone Capital Management
Illinois
$208K
GRP
905
Global Retirement Partners
California
$208K
SVCP
906
Silicon Valley Capital Partners
California
$208K
SF
907
Summit Financial
New Jersey
$207K
EFSCE
908
Enterprise Financial Services Corp (EFSC)
Missouri
$206K
DLA
909
Douglas Lane & Associates
New York
$206K
ONB
910
Old National Bancorp
Indiana
$205K
FNT
911
First National Trust
Pennsylvania
$202K
DAS
912
Diversify Advisory Services
Utah
$202K
OIA
913
Optimum Investment Advisors
Illinois
$201K
VA
914
VestGen Advisors
Illinois
$201K
Empower Advisory Group
915
Empower Advisory Group
Colorado
$201K
CCA
916
Childress Capital Advisors
Texas
$200K
PCM
917
Penserra Capital Management
California
$200K
SAM
918
Smartleaf Asset Management
Massachusetts
$198K
GIA
919
GHP Investment Advisors
Colorado
$198K
IWA
920
Icon Wealth Advisors
Texas
$192K
WSC
921
Wellington Shields & Co
New York
$191K
HI
922
Harbour Investments
Wisconsin
$182K
WANY
923
Wealthspire Advisors (New York)
New York
$179K
DZ Bank
924
DZ Bank
Germany
$169K
SC
925
SouthState Corp
Florida
$167K