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Otis Worldwide

1,244 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, 504 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: 89.05%86.47% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.93B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 504

Holders
1,244
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
FDCP
951
Foster Dykema Cabot & Partners
Massachusetts
$125K
FLP
952
Financial Life Planners
Arizona
$124K
CA
953
Crewe Advisors
Utah
$124K
AWM
954
AllSquare Wealth Management
New York
$123K
RMC
955
Resources Management Corp
Connecticut
$123K
NSIM
956
North Star Investment Management
Illinois
$122K
QC
957
Quent Capital
New York
$121K
PFBT
958
Parkside Financial Bank & Trust
Missouri
$120K
WB
959
Webster Bank
Connecticut
$120K
WPA
960
Wealth Preservation Advisors
Tennessee
$118K
IRAG
961
Investment Research & Advisory Group
Georgia
$118K
CH
962
Cromwell Holdings
Wyoming
$117K
BSB
963
Bangor Savings Bank
Maine
$116K
CSC
964
Caldwell Sutter Capital
California
$116K
AGWCA
965
Annis Gardner Whiting Capital Advisors
Florida
$115K
SC
966
Steph & Co
Wisconsin
$115K
CFO
967
CVA Family Office
Colorado
$115K
ETC
968
Exchange Traded Concepts
Oklahoma
$113K
AIM
969
Anchor Investment Management
South Carolina
$111K
APW
970
Aventura Private Wealth
Florida
$109K
CIAM
971
Caitong International Asset Management
Hong Kong
$108K
EPIM
972
Evelyn Partners Investment Management
$103K
UIA
973
Ulland Investment Advisors
Minnesota
$102K
LSA
974
Leonteq Securities AG
Switzerland
$102K
PAM
975
Parvin Asset Management
South Dakota
$102K