OTIS icon

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
OC
1051
Oakworth Capital
Alabama
$31.4K
AWM
1052
Abound Wealth Management
Tennessee
$31.2K
WIM
1053
Westside Investment Management
California
$31K
PWA
1054
Physician Wealth Advisors
Utah
$31K
IUHSA
1055
Itau Unibanco Holding S.A.
Brazil
$30.9K
RA
1056
Ransom Advisory
Rhode Island
$30.7K
Loomis, Sayles & Company
1057
Loomis, Sayles & Company
Massachusetts
$30.7K
SIC
1058
SJS Investment Consulting
Ohio
$30.4K
PWMG
1059
Prestige Wealth Management Group
New Jersey
$29.4K
PB
1060
Pinnacle Bancorp
Nebraska
$29.2K
AAS
1061
Ameritas Advisory Services
Nebraska
$29.1K
VNA
1062
Valley National Advisers
Pennsylvania
$29K
IFS
1063
Intelligent Financial Strategies
Minnesota
$28.9K
PMFA
1064
Plante Moran Financial Advisors
Michigan
$28.6K
UCB
1065
United Community Bank
South Carolina
$28.6K
NFSG
1066
Newbridge Financial Services Group
Florida
$28.3K
OSNBOA
1067
Old Second National Bank of Aurora
Illinois
$27.4K
MWM
1068
Mascoma Wealth Management
New Hampshire
$27.4K
NRG
1069
Nemes Rush Group
Michigan
$27.2K
MTIC
1070
Missouri Trust & Investment Company
Missouri
$27K
SC
1071
Stance Capital
Massachusetts
$26.9K
GSWM
1072
Golden State Wealth Management
California
$26.4K
RFP
1073
Root Financial Partners
California
$26.1K
NC
1074
North Capital
Utah
$25.3K
FUBT
1075
First United Bank & Trust
Maryland
$25.1K