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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
JGIA
1026
Jackson Grant Investment Advisers
Connecticut
$46.2K
CCMW
1027
Cypress Capital Management (Wyoming)
Wyoming
$45.7K
QWM
1028
Quaker Wealth Management
New Jersey
$45.5K
NS
1029
NBC Securities
Alabama
$45.4K
CFD
1030
Creative Financial Designs
Indiana
$43.6K
GCM
1031
Gables Capital Management
Florida
$43.4K
CAL
1032
Capital Advisors Ltd
Ohio
$43K
WA
1033
WPG Advisers
Maryland
$42K
JFA
1034
JNBA Financial Advisors
Minnesota
$41.5K
CWM
1035
Crowley Wealth Management
Delaware
$41.1K
FCAS
1036
First Command Advisory Services
Texas
$41K
FCT
1037
First Community Trust
Iowa
$39.9K
TFIPS
1038
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.8K
ZBNA
1039
Zions Bancorporation, National Association
Utah
$38.2K
FNWA
1040
Financial Network Wealth Advisors
Utah
$37.9K
MIM
1041
MTM Investment Management
South Carolina
$37.3K
BCM
1042
Boreal Capital Management
Florida
$36.6K
WSCM
1043
Wellington Shields Capital Management
New York
$36.6K
CB
1044
Community Bank
New York
$36.6K
JWA
1045
JFS Wealth Advisors
Pennsylvania
$36.5K
TFM
1046
TFC Financial Management
Massachusetts
$36.3K
MSWM
1047
Mowery & Schoenfeld Wealth Management
Illinois
$36.2K
GWSG
1048
GPS Wealth Strategies Group
Colorado
$36.2K
HWM
1049
Hemington Wealth Management
Virginia
$35K
M
1050
MOTCO
Texas
$34.6K