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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
RA
1051
Ransom Advisory
Rhode Island
$30.7K
Loomis, Sayles & Company
1052
Loomis, Sayles & Company
Massachusetts
$30.7K
SIC
1053
SJS Investment Consulting
Ohio
$30.4K
PWMG
1054
Prestige Wealth Management Group
New Jersey
$29.4K
PB
1055
Pinnacle Bancorp
Nebraska
$29.2K
AAS
1056
Ameritas Advisory Services
Nebraska
$29.1K
VNA
1057
Valley National Advisers
Pennsylvania
$29K
IFS
1058
Intelligent Financial Strategies
Minnesota
$28.9K
PMFA
1059
Plante Moran Financial Advisors
Michigan
$28.6K
UCB
1060
United Community Bank
South Carolina
$28.6K
NFSG
1061
Newbridge Financial Services Group
Florida
$28.3K
OSNBOA
1062
Old Second National Bank of Aurora
Illinois
$27.4K
MWM
1063
Mascoma Wealth Management
New Hampshire
$27.4K
NRG
1064
Nemes Rush Group
Michigan
$27.2K
MTIC
1065
Missouri Trust & Investment Company
Missouri
$27K
SC
1066
Stance Capital
Massachusetts
$26.9K
GSWM
1067
Golden State Wealth Management
California
$26.4K
RFP
1068
Root Financial Partners
California
$26.1K
NC
1069
North Capital
Utah
$25.3K
FUBT
1070
First United Bank & Trust
Maryland
$25.1K
AIC
1071
Archer Investment Corporation
Indiana
$24K
CSPIA
1072
Cary Street Partners Investment Advisory
Virginia
$24K
GKIM
1073
GW&K Investment Management
Massachusetts
$24K
KFA
1074
Kelleher Financial Advisors
New York
$23.1K
MWPCG
1075
Measured Wealth Private Client Group
New Hampshire
$22.9K