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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
NRG
1076
Nemes Rush Group
Michigan
$27.2K
MTIC
1077
Missouri Trust & Investment Company
Missouri
$27K
SC
1078
Stance Capital
Massachusetts
$26.9K
GSWM
1079
Golden State Wealth Management
California
$26.4K
RFP
1080
Root Financial Partners
California
$26.1K
NC
1081
North Capital
Utah
$25.3K
FUBT
1082
First United Bank & Trust
Maryland
$25.1K
AIC
1083
Archer Investment Corporation
Indiana
$24K
CSPIA
1084
Cary Street Partners Investment Advisory
Virginia
$24K
GKIM
1085
GW&K Investment Management
Massachusetts
$24K
KFA
1086
Kelleher Financial Advisors
New York
$23.1K
MWPCG
1087
Measured Wealth Private Client Group
New Hampshire
$22.9K
CWP
1088
Concord Wealth Partners
Virginia
$22.9K
CTC
1089
Cetera Trust Company
Minnesota
$22.9K
CWM
1090
Consultiva Wealth Management
Puerto Rico
$22.4K
CCM
1091
Chilton Capital Management
Texas
$21.8K
CBT
1092
Crews Bank & Trust
Florida
$21.5K
CPBTD
1093
Central Pacific Bank - Trust Division
Hawaii
$21.5K
WBC
1094
West Branch Capital
Massachusetts
$21.2K
BCPWM
1095
Bradley & Co Private Wealth Management
Florida
$21K
DIP
1096
DT Investment Partners
Pennsylvania
$20.8K
SS
1097
Sunbelt Securities
Texas
$20.3K
CG
1098
Curat Global
New Hampshire
$19.8K
CFG
1099
Clayton Financial Group
Missouri
$19.7K
B
1100
Birchbrook
Maine
$19.4K