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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
ECM
976
Estabrook Capital Management
New York
$89.8K
GBT
977
Grove Bank & Trust
Florida
$87.6K
FHC
978
First Horizon Corporation
Tennessee
$84.4K
EPIMS
979
Evelyn Partners Investment Management Services
$78.8K
TWD
980
True Wealth Design
Ohio
$77.7K
TFA
981
Toth Financial Advisory
Virginia
$76.3K
EWM
982
Evermay Wealth Management
Virginia
$75.2K
PSB
983
Piscataqua Savings Bank
New Hampshire
$75.2K
JEST
984
JTC Employer Solutions Trustee
Jersey
$75K
NAAA
985
New Age Alpha Advisors
New York
$74.4K
RA
986
Rise Advisors
New York
$74.2K
IBOK
987
Independence Bank of Kentucky
Kentucky
$74.2K
SC
988
Sawyer & Company
Massachusetts
$74K
CT
989
Clearstead Trust
Maine
$73.6K
BLC
990
Brown, Lisle/Cummings
Rhode Island
$71K
ETS
991
ESL Trust Services
New York
$68.6K
PP
992
Pacifica Partners
Canada
$68.4K
CAM
993
Chesapeake Asset Management
New York
$68.3K
CAM
994
Costello Asset Management
Pennsylvania
$66.5K
MSFP
995
Mark Sheptoff Financial Planning
Connecticut
$66.2K
CSB
996
City State Bank
Iowa
$66.2K
BAM
997
Bellevue Asset Management
Washington
$65.5K
OC
998
Oakmont Corp
California
$64.5K
SFCL
999
Strengthening Families & Communities LLC
Massachusetts
$64.1K
SWM
1000
Spire Wealth Management
Virginia
$63.9K