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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
BLC
1001
Brown, Lisle/Cummings
Rhode Island
$71K
ETS
1002
ESL Trust Services
New York
$68.6K
PP
1003
Pacifica Partners
Canada
$68.4K
CAM
1004
Chesapeake Asset Management
New York
$68.3K
CAM
1005
Costello Asset Management
Pennsylvania
$66.5K
MSFP
1006
Mark Sheptoff Financial Planning
Connecticut
$66.2K
CSB
1007
City State Bank
Iowa
$66.2K
BAM
1008
Bellevue Asset Management
Washington
$65.5K
OC
1009
Oakmont Corp
California
$64.5K
SFCL
1010
Strengthening Families & Communities LLC
Massachusetts
$64.1K
SWM
1011
Spire Wealth Management
Virginia
$63.9K
CA
1012
CoreCap Advisors
Michigan
$61.9K
ITIM
1013
Indiana Trust & Investment Management
Indiana
$61.8K
SSG
1014
Summit Securities Group
New York
$61.8K
VCM
1015
Versant Capital Management
Arizona
$61K
SS
1016
SBI Securities
Japan
$60.7K
APW
1017
Acima Private Wealth
Virginia
$59.4K
HRC
1018
Hoertkorn Richard Charles
$58.5K
CFFP
1019
Center for Financial Planning
Michigan
$58.1K
CBT
1020
CoreFirst Bank & Trust
Kansas
$57K
DFA
1021
DHJJ Financial Advisors
Illinois
$56.7K
EPAM
1022
Evelyn Partners Asset Management
$54.8K
PEAK6
1023
PEAK6
Illinois
$54.3K
KFI
1024
Key Financial Inc
Pennsylvania
$53.4K
HFS
1025
Hopwood Financial Services
Virginia
$51.4K