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Otis Worldwide

1,247 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, 505 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: 89.07%86.48% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.94B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 505

Holders
1,247
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
DAS
901
Dynamic Advisor Solutions
Arizona
$215K
SL
902
Sentry LLC
Tennessee
$214K
LI
903
LMCG Investments
Massachusetts
$214K
PAMG
904
Patton Albertson Miller Group
Tennessee
$214K
SIG
905
Sky Investment Group
Connecticut
$212K
DCM
906
Donaldson Capital Management
Indiana
$211K
WTA
907
Washington Trust Advisors
Massachusetts
$210K
CPA
908
Capital Performance Advisors
California
$210K
EWM
909
Empirical Wealth Management
Washington
$209K
PFGIA
910
Patriot Financial Group Insurance Agency
Massachusetts
$209K
BCM
911
Brookstone Capital Management
Illinois
$208K
GRP
912
Global Retirement Partners
California
$208K
SVCP
913
Silicon Valley Capital Partners
California
$208K
SF
914
Summit Financial
New Jersey
$207K
EFSCE
915
Enterprise Financial Services Corp (EFSC)
Missouri
$206K
DLA
916
Douglas Lane & Associates
New York
$206K
ONB
917
Old National Bancorp
Indiana
$205K
FNT
918
First National Trust
Pennsylvania
$202K
DAS
919
Diversify Advisory Services
Utah
$202K
OIA
920
Optimum Investment Advisors
Illinois
$201K
VA
921
VestGen Advisors
Illinois
$201K
Empower Advisory Group
922
Empower Advisory Group
Colorado
$201K
CCA
923
Childress Capital Advisors
Texas
$200K
PCM
924
Penserra Capital Management
California
$200K
SAM
925
Smartleaf Asset Management
Massachusetts
$198K