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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
HDIM
976
Hanson & Doremus Investment Management
Vermont
$100K
FFC
977
First Financial Corp
Indiana
$98K
AEPWM
978
Atlantic Edge Private Wealth Management
Florida
$95.2K
GWP
979
Gen-Wealth Partners
Michigan
$93.7K
CTWM
980
Cherry Tree Wealth Management
Minnesota
$92.4K
CAL
981
Capital Analysts LLC
Pennsylvania
$91K
ECM
982
Estabrook Capital Management
New York
$89.8K
GBT
983
Grove Bank & Trust
Florida
$87.6K
FHC
984
First Horizon Corporation
Tennessee
$84.4K
EPIMS
985
Evelyn Partners Investment Management Services
$78.8K
TWD
986
True Wealth Design
Ohio
$77.7K
TFA
987
Toth Financial Advisory
Virginia
$76.3K
EWM
988
Evermay Wealth Management
Virginia
$75.2K
PSB
989
Piscataqua Savings Bank
New Hampshire
$75.2K
JEST
990
JTC Employer Solutions Trustee
Jersey
$75K
NAAA
991
New Age Alpha Advisors
New York
$74.4K
RA
992
Rise Advisors
New York
$74.2K
IBOK
993
Independence Bank of Kentucky
Kentucky
$74.2K
SC
994
Sawyer & Company
Massachusetts
$74K
CT
995
Clearstead Trust
Maine
$73.6K
BLC
996
Brown, Lisle/Cummings
Rhode Island
$71K
ETS
997
ESL Trust Services
New York
$68.6K
PP
998
Pacifica Partners
Canada
$68.4K
CAM
999
Chesapeake Asset Management
New York
$68.3K
CAM
1000
Costello Asset Management
Pennsylvania
$66.5K