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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
SC
1076
Stance Capital
Massachusetts
$26.9K
GSWM
1077
Golden State Wealth Management
California
$26.4K
RFP
1078
Root Financial Partners
California
$26.1K
NC
1079
North Capital
Utah
$25.3K
FUBT
1080
First United Bank & Trust
Maryland
$25.1K
AIC
1081
Archer Investment Corporation
Indiana
$24K
CSPIA
1082
Cary Street Partners Investment Advisory
Virginia
$24K
GKIM
1083
GW&K Investment Management
Massachusetts
$24K
KFA
1084
Kelleher Financial Advisors
New York
$23.1K
MWPCG
1085
Measured Wealth Private Client Group
New Hampshire
$22.9K
CTC
1086
Cetera Trust Company
Minnesota
$22.9K
CWP
1087
Concord Wealth Partners
Virginia
$22.9K
CWM
1088
Consultiva Wealth Management
Puerto Rico
$22.4K
CCM
1089
Chilton Capital Management
Texas
$21.8K
CPBTD
1090
Central Pacific Bank - Trust Division
Hawaii
$21.5K
CBT
1091
Crews Bank & Trust
Florida
$21.5K
WBC
1092
West Branch Capital
Massachusetts
$21.2K
BCPWM
1093
Bradley & Co Private Wealth Management
Florida
$21K
DIP
1094
DT Investment Partners
Pennsylvania
$20.8K
SS
1095
Sunbelt Securities
Texas
$20.3K
CG
1096
Curat Global
New Hampshire
$19.8K
CFG
1097
Clayton Financial Group
Missouri
$19.7K
B
1098
Birchbrook
Maine
$19.4K
PAM
1099
Palisade Asset Management
Minnesota
$18.8K
Optiver Holding
1100
Optiver Holding
Netherlands
$18.5K