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Otis Worldwide

1,237 hedge funds and large institutions have $31B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 364 increasing their positions, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
SIG
901
Sky Investment Group
Connecticut
$212K
DCM
902
Donaldson Capital Management
Indiana
$211K
WTA
903
Washington Trust Advisors
Massachusetts
$210K
CPA
904
Capital Performance Advisors
California
$210K
EWM
905
Empirical Wealth Management
Washington
$209K
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$209K
BCM
907
Brookstone Capital Management
Illinois
$208K
GRP
908
Global Retirement Partners
California
$208K
SVCP
909
Silicon Valley Capital Partners
California
$208K
SF
910
Summit Financial
New Jersey
$207K
EFSCE
911
Enterprise Financial Services Corp (EFSC)
Missouri
$206K
DLA
912
Douglas Lane & Associates
New York
$206K
ONB
913
Old National Bancorp
Indiana
$205K
FNT
914
First National Trust
Pennsylvania
$202K
DAS
915
Diversify Advisory Services
Utah
$202K
OIA
916
Optimum Investment Advisors
Illinois
$201K
VA
917
VestGen Advisors
Illinois
$201K
Empower Advisory Group
918
Empower Advisory Group
Colorado
$201K
CCA
919
Childress Capital Advisors
Texas
$200K
PCM
920
Penserra Capital Management
California
$200K
SAM
921
Smartleaf Asset Management
Massachusetts
$198K
GIA
922
GHP Investment Advisors
Colorado
$198K
IWA
923
Icon Wealth Advisors
Texas
$192K
WSC
924
Wellington Shields & Co
New York
$191K
HI
925
Harbour Investments
Wisconsin
$182K