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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
OCM
1051
Orion Capital Management
California
$34.3K
FFO
1052
Fortitude Family Office
Arizona
$33.7K
FWA
1053
Flagship Wealth Advisors
Massachusetts
$33.6K
PAG
1054
Paladin Advisory Group
Iowa
$32.3K
ACA
1055
American Capital Advisory
Idaho
$31.6K
OC
1056
Oakworth Capital
Alabama
$31.4K
AWM
1057
Abound Wealth Management
Tennessee
$31.2K
WIM
1058
Westside Investment Management
California
$31K
PWA
1059
Physician Wealth Advisors
Utah
$31K
IUHSA
1060
Itau Unibanco Holding S.A.
Brazil
$30.9K
RA
1061
Ransom Advisory
Rhode Island
$30.7K
Loomis, Sayles & Company
1062
Loomis, Sayles & Company
Massachusetts
$30.7K
SIC
1063
SJS Investment Consulting
Ohio
$30.4K
PWMG
1064
Prestige Wealth Management Group
New Jersey
$29.4K
PB
1065
Pinnacle Bancorp
Nebraska
$29.2K
AAS
1066
Ameritas Advisory Services
Nebraska
$29.1K
VNA
1067
Valley National Advisers
Pennsylvania
$29K
IFS
1068
Intelligent Financial Strategies
Minnesota
$28.9K
PMFA
1069
Plante Moran Financial Advisors
Michigan
$28.6K
UCB
1070
United Community Bank
South Carolina
$28.6K
NFSG
1071
Newbridge Financial Services Group
Florida
$28.3K
OSNBOA
1072
Old Second National Bank of Aurora
Illinois
$27.4K
MWM
1073
Mascoma Wealth Management
New Hampshire
$27.4K
NRG
1074
Nemes Rush Group
Michigan
$27.2K
MTIC
1075
Missouri Trust & Investment Company
Missouri
$27K