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Otis Worldwide

1,238 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, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
HI
926
Harbour Investments
Wisconsin
$182K
WANY
927
Wealthspire Advisors (New York)
New York
$179K
DZ Bank
928
DZ Bank
Germany
$169K
SC
929
SouthState Corp
Florida
$167K
CF
930
Centaurus Financial
California
$167K
BC
931
Broadwater Capital
Massachusetts
$167K
IA
932
IFP Advisors
Florida
$163K
CTA
933
Colonial Trust Advisors
South Carolina
$162K
ADL
934
Asset Dedication LLC
California
$161K
DMBA
935
Deseret Mutual Benefit Administrators
Utah
$158K
BTI
936
Blue Trust Inc
Georgia
$156K
ST
937
Smithfield Trust
Pennsylvania
$150K
ATC
938
Adirondack Trust Company
New York
$149K
HIA
939
Harbor Investment Advisory
Maryland
$149K
GWM
940
Geneos Wealth Management
Colorado
$148K
CNBTD
941
Citizens National Bank Trust Department
Mississippi
$147K
BONH
942
Bank of New Hampshire
New Hampshire
$144K
SIM
943
Sentry Investment Management
Wisconsin
$139K
HFS
944
Hantz Financial Services
Michigan
$137K
MCM
945
Manchester Capital Management
Vermont
$134K
CL
946
CSS LLC
Illinois
$133K
FMTCOCP
947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$131K
FC
948
Financial Consulate
Maryland
$130K
C
949
Covestor
United Kingdom
$127K
FDCP
950
Foster Dykema Cabot & Partners
Massachusetts
$125K