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Otis Worldwide

1,237 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, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
CFD
1026
Creative Financial Designs
Indiana
$43.6K
GCM
1027
Gables Capital Management
Florida
$43.4K
CAL
1028
Capital Advisors Ltd
Ohio
$43K
WA
1029
WPG Advisers
Maryland
$42K
JFA
1030
JNBA Financial Advisors
Minnesota
$41.5K
CWM
1031
Crowley Wealth Management
Delaware
$41.1K
FCAS
1032
First Command Advisory Services
Texas
$41K
FCT
1033
First Community Trust
Iowa
$39.9K
TFIPS
1034
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38.8K
ZBNA
1035
Zions Bancorporation, National Association
Utah
$38.2K
FNWA
1036
Financial Network Wealth Advisors
Utah
$37.9K
MIM
1037
MTM Investment Management
South Carolina
$37.3K
WSCM
1038
Wellington Shields Capital Management
New York
$36.6K
CB
1039
Community Bank
New York
$36.6K
JWA
1040
JFS Wealth Advisors
Pennsylvania
$36.5K
TFM
1041
TFC Financial Management
Massachusetts
$36.3K
MSWM
1042
Mowery & Schoenfeld Wealth Management
Illinois
$36.2K
GWSG
1043
GPS Wealth Strategies Group
Colorado
$36.2K
HWM
1044
Hemington Wealth Management
Virginia
$35K
M
1045
MOTCO
Texas
$34.6K
OCM
1046
Orion Capital Management
California
$34.3K
FFO
1047
Fortitude Family Office
Arizona
$33.7K
FWA
1048
Flagship Wealth Advisors
Massachusetts
$33.6K
PAG
1049
Paladin Advisory Group
Iowa
$32.3K
ACA
1050
American Capital Advisory
Idaho
$31.6K