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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
FC
951
Financial Consulate
Maryland
$130K
C
952
Covestor
United Kingdom
$127K
FDCP
953
Foster Dykema Cabot & Partners
Massachusetts
$125K
FLP
954
Financial Life Planners
Arizona
$124K
CA
955
Crewe Advisors
Utah
$124K
AWM
956
AllSquare Wealth Management
New York
$123K
RMC
957
Resources Management Corp
Connecticut
$123K
NSIM
958
North Star Investment Management
Illinois
$122K
QC
959
Quent Capital
New York
$121K
PFBT
960
Parkside Financial Bank & Trust
Missouri
$120K
WB
961
Webster Bank
Connecticut
$120K
WPA
962
Wealth Preservation Advisors
Tennessee
$118K
IRAG
963
Investment Research & Advisory Group
Georgia
$118K
CH
964
Cromwell Holdings
Wyoming
$117K
BSB
965
Bangor Savings Bank
Maine
$116K
CSC
966
Caldwell Sutter Capital
California
$116K
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$115K
SC
968
Steph & Co
Wisconsin
$115K
CFO
969
CVA Family Office
Colorado
$115K
ETC
970
Exchange Traded Concepts
Oklahoma
$113K
AIM
971
Anchor Investment Management
South Carolina
$111K
APW
972
Aventura Private Wealth
Florida
$109K
CIAM
973
Caitong International Asset Management
Hong Kong
$108K
EPIM
974
Evelyn Partners Investment Management
$103K
UIA
975
Ulland Investment Advisors
Minnesota
$102K