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Otis Worldwide

1,230 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, 363 increasing their positions, 494 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:

2.58% less ownership

Funds ownership: 88.96%86.38% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 494

Holders
1,230
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
TF
1101
Tompkins Financial
New York
$15.3K
TLA
1102
Tanglewood Legacy Advisors
Texas
$15.3K
CWM
1103
Cranbrook Wealth Management
Michigan
$14.8K
CYG
1104
Clean Yield Group
Vermont
$14.7K
GEA
1105
Glen Eagle Advisors
New Jersey
$14K
EDRH
1106
Edmond de Rothschild Holding
Switzerland
$13.7K
CB
1107
CNB Bank
Pennsylvania
$12.9K
OP
1108
ORG Partners
Indiana
$12.9K
SIS
1109
Sound Income Strategies
Florida
$12.8K
TIM
1110
Tortoise Investment Management
New York
$12.8K
FFA
1111
Frazier Financial Advisors
Ohio
$12.8K
TPBG
1112
Turning Point Benefit Group
Maryland
$12.7K
AAG
1113
Armstrong Advisory Group
Massachusetts
$12.6K
JWM
1114
JPL Wealth Management
Colorado
$11.2K
TCM
1115
TruNorth Capital Management
Michigan
$11.2K
SN
1116
Sittner & Nelson
Oregon
$10.8K
DWA
1117
Delos Wealth Advisors
Texas
$10.1K
CFS
1118
CGC Financial Services
Oregon
$10.1K
CFG
1119
CKW Financial Group
Hawaii
$10K
MHR
1120
Matthew Hamilton Rosenberg
$9.78K
PWMG
1121
Private Wealth Management Group
New Jersey
$9.69K
TFA
1122
Transamerica Financial Advisors
Florida
$9.4K
LCM
1123
Logan Capital Management
Pennsylvania
$9.23K
VWA
1124
VSM Wealth Advisory
Maryland
$9.14K
KTC
1125
Kentucky Trust Company
Kentucky
$9.14K