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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
CWM
1026
Crowley Wealth Management
Delaware
$41.1K
FCAS
1027
First Command Advisory Services
Texas
$41K
FCT
1028
First Community Trust
Iowa
$39.9K
TFIPS
1029
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.8K
ZBNA
1030
Zions Bancorporation, National Association
Utah
$38.2K
FNWA
1031
Financial Network Wealth Advisors
Utah
$37.9K
MIM
1032
MTM Investment Management
South Carolina
$37.3K
WSCM
1033
Wellington Shields Capital Management
New York
$36.6K
CB
1034
Community Bank
New York
$36.6K
JWA
1035
JFS Wealth Advisors
Pennsylvania
$36.5K
TFM
1036
TFC Financial Management
Massachusetts
$36.3K
MSWM
1037
Mowery & Schoenfeld Wealth Management
Illinois
$36.2K
GWSG
1038
GPS Wealth Strategies Group
Colorado
$36.2K
HWM
1039
Hemington Wealth Management
Virginia
$35K
M
1040
MOTCO
Texas
$34.6K
OCM
1041
Orion Capital Management
California
$34.3K
FFO
1042
Fortitude Family Office
Arizona
$33.7K
FWA
1043
Flagship Wealth Advisors
Massachusetts
$33.6K
PAG
1044
Paladin Advisory Group
Iowa
$32.3K
ACA
1045
American Capital Advisory
Idaho
$31.6K
OC
1046
Oakworth Capital
Alabama
$31.4K
AWM
1047
Abound Wealth Management
Tennessee
$31.2K
WIM
1048
Westside Investment Management
California
$31K
PWA
1049
Physician Wealth Advisors
Utah
$31K
IUHSA
1050
Itau Unibanco Holding S.A.
Brazil
$30.9K