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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
OL
976
OneFund LLC
Florida
$101K
RAM
977
Ramirez Asset Management
New York
$101K
HDIM
978
Hanson & Doremus Investment Management
Vermont
$100K
FFC
979
First Financial Corp
Indiana
$98K
AEPWM
980
Atlantic Edge Private Wealth Management
Florida
$95.2K
GWP
981
Gen-Wealth Partners
Michigan
$93.7K
CTWM
982
Cherry Tree Wealth Management
Minnesota
$92.4K
CAL
983
Capital Analysts LLC
Pennsylvania
$91K
ECM
984
Estabrook Capital Management
New York
$89.8K
GBT
985
Grove Bank & Trust
Florida
$87.6K
FHC
986
First Horizon Corporation
Tennessee
$84.4K
MCM
987
MV Capital Management
Maryland
$82.6K
EPIMS
988
Evelyn Partners Investment Management Services
$78.8K
TWD
989
True Wealth Design
Ohio
$77.7K
TFA
990
Toth Financial Advisory
Virginia
$76.3K
EWM
991
Evermay Wealth Management
Virginia
$75.2K
PSB
992
Piscataqua Savings Bank
New Hampshire
$75.2K
JEST
993
JTC Employer Solutions Trustee
Jersey
$75K
NAAA
994
New Age Alpha Advisors
New York
$74.4K
RA
995
Rise Advisors
New York
$74.2K
IBOK
996
Independence Bank of Kentucky
Kentucky
$74.2K
SC
997
Sawyer & Company
Massachusetts
$74K
CT
998
Clearstead Trust
Maine
$73.6K
BLC
999
Brown, Lisle/Cummings
Rhode Island
$71K
ETS
1000
ESL Trust Services
New York
$68.6K