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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
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$66.2K
CSB
1002
City State Bank
Iowa
$66.2K
BAM
1003
Bellevue Asset Management
Washington
$65.5K
OC
1004
Oakmont Corp
California
$64.5K
SFCL
1005
Strengthening Families & Communities LLC
Massachusetts
$64.1K
SWM
1006
Spire Wealth Management
Virginia
$63.9K
CA
1007
CoreCap Advisors
Michigan
$61.9K
ITIM
1008
Indiana Trust & Investment Management
Indiana
$61.8K
SSG
1009
Summit Securities Group
New York
$61.8K
VCM
1010
Versant Capital Management
Arizona
$61K
SS
1011
SBI Securities
Japan
$60.7K
APW
1012
Acima Private Wealth
Virginia
$59.4K
HRC
1013
Hoertkorn Richard Charles
$58.5K
CFFP
1014
Center for Financial Planning
Michigan
$58.1K
CBT
1015
CoreFirst Bank & Trust
Kansas
$57K
DFA
1016
DHJJ Financial Advisors
Illinois
$56.7K
EPAM
1017
Evelyn Partners Asset Management
$54.8K
PEAK6
1018
PEAK6
Illinois
$54.3K
KFI
1019
Key Financial Inc
Pennsylvania
$53.4K
HFS
1020
Hopwood Financial Services
Virginia
$51.4K
HNB
1021
Hilltop National Bank
Wyoming
$47.4K
MMG
1022
Monetary Management Group
Missouri
$46.5K
JGIA
1023
Jackson Grant Investment Advisers
Connecticut
$46.2K
CCMW
1024
Cypress Capital Management (Wyoming)
Wyoming
$45.7K
QWM
1025
Quaker Wealth Management
New Jersey
$45.5K