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Otis Worldwide

1,247 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, 505 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: 89.07%86.48% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.94B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 505

Holders
1,247
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
HWM
1051
Hemington Wealth Management
Virginia
$35K
M
1052
MOTCO
Texas
$34.6K
OCM
1053
Orion Capital Management
California
$34.3K
FFO
1054
Fortitude Family Office
Arizona
$33.7K
FWA
1055
Flagship Wealth Advisors
Massachusetts
$33.6K
PAG
1056
Paladin Advisory Group
Iowa
$32.3K
ACA
1057
American Capital Advisory
Idaho
$31.6K
OC
1058
Oakworth Capital
Alabama
$31.4K
AWM
1059
Abound Wealth Management
Tennessee
$31.2K
WIM
1060
Westside Investment Management
California
$31K
PWA
1061
Physician Wealth Advisors
Utah
$31K
IUHSA
1062
Itau Unibanco Holding S.A.
Brazil
$30.9K
RA
1063
Ransom Advisory
Rhode Island
$30.7K
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
$30.7K
SIC
1065
SJS Investment Consulting
Ohio
$30.4K
PWMG
1066
Prestige Wealth Management Group
New Jersey
$29.4K
PB
1067
Pinnacle Bancorp
Nebraska
$29.2K
AAS
1068
Ameritas Advisory Services
Nebraska
$29.1K
VNA
1069
Valley National Advisers
Pennsylvania
$29K
IFS
1070
Intelligent Financial Strategies
Minnesota
$28.9K
PMFA
1071
Plante Moran Financial Advisors
Michigan
$28.6K
UCB
1072
United Community Bank
South Carolina
$28.6K
NFSG
1073
Newbridge Financial Services Group
Florida
$28.3K
OSNBOA
1074
Old Second National Bank of Aurora
Illinois
$27.4K
MWM
1075
Mascoma Wealth Management
New Hampshire
$27.4K