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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
HNB
1026
Hilltop National Bank
Wyoming
$47.4K
MMG
1027
Monetary Management Group
Missouri
$46.5K
JGIA
1028
Jackson Grant Investment Advisers
Connecticut
$46.2K
CCMW
1029
Cypress Capital Management (Wyoming)
Wyoming
$45.7K
QWM
1030
Quaker Wealth Management
New Jersey
$45.5K
NS
1031
NBC Securities
Alabama
$45.4K
CFD
1032
Creative Financial Designs
Indiana
$43.6K
GCM
1033
Gables Capital Management
Florida
$43.4K
CAL
1034
Capital Advisors Ltd
Ohio
$43K
WA
1035
WPG Advisers
Maryland
$42K
JFA
1036
JNBA Financial Advisors
Minnesota
$41.5K
CWM
1037
Crowley Wealth Management
Delaware
$41.1K
FCAS
1038
First Command Advisory Services
Texas
$41K
FCT
1039
First Community Trust
Iowa
$39.9K
TFIPS
1040
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.8K
ZBNA
1041
Zions Bancorporation, National Association
Utah
$38.2K
FNWA
1042
Financial Network Wealth Advisors
Utah
$37.9K
MIM
1043
MTM Investment Management
South Carolina
$37.3K
BCM
1044
Boreal Capital Management
Florida
$36.6K
WSCM
1045
Wellington Shields Capital Management
New York
$36.6K
CB
1046
Community Bank
New York
$36.6K
JWA
1047
JFS Wealth Advisors
Pennsylvania
$36.5K
TFM
1048
TFC Financial Management
Massachusetts
$36.3K
MSWM
1049
Mowery & Schoenfeld Wealth Management
Illinois
$36.2K
GWSG
1050
GPS Wealth Strategies Group
Colorado
$36.2K