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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
CF
926
Centaurus Financial
California
$167K
BC
927
Broadwater Capital
Massachusetts
$167K
IA
928
IFP Advisors
Florida
$163K
CTA
929
Colonial Trust Advisors
South Carolina
$162K
ADL
930
Asset Dedication LLC
California
$161K
DMBA
931
Deseret Mutual Benefit Administrators
Utah
$158K
BTI
932
Blue Trust Inc
Georgia
$156K
ST
933
Smithfield Trust
Pennsylvania
$150K
ATC
934
Adirondack Trust Company
New York
$149K
HIA
935
Harbor Investment Advisory
Maryland
$149K
GWM
936
Geneos Wealth Management
Colorado
$148K
CNBTD
937
Citizens National Bank Trust Department
Mississippi
$147K
BONH
938
Bank of New Hampshire
New Hampshire
$144K
SIM
939
Sentry Investment Management
Wisconsin
$139K
HFS
940
Hantz Financial Services
Michigan
$137K
MCM
941
Manchester Capital Management
Vermont
$134K
CL
942
CSS LLC
Illinois
$133K
FMTCOCP
943
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$131K
FC
944
Financial Consulate
Maryland
$130K
C
945
Covestor
United Kingdom
$127K
FDCP
946
Foster Dykema Cabot & Partners
Massachusetts
$125K
FLP
947
Financial Life Planners
Arizona
$124K
CA
948
Crewe Advisors
Utah
$124K
RMC
949
Resources Management Corp
Connecticut
$123K
NSIM
950
North Star Investment Management
Illinois
$122K