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Otis Worldwide

1,238 hedge funds and large institutions have $31B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 364 increasing their positions, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

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

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
SL
1101
Salomon & Ludwin
Virginia
$17.4K
HWP
1102
Highline Wealth Partners
California
$16.6K
AAG
1103
Accordant Advisory Group
Maryland
$16.5K
FP
1104
Financial Perspectives
Minnesota
$16.5K
CMA
1105
Cedar Mountain Advisors
Oregon
$15.8K
LC
1106
Lavaca Capital
Texas
$15.5K
TLA
1107
Tanglewood Legacy Advisors
Texas
$15.3K
TF
1108
Tompkins Financial
New York
$15.3K
CWM
1109
Cranbrook Wealth Management
Michigan
$14.8K
CYG
1110
Clean Yield Group
Vermont
$14.7K
GEA
1111
Glen Eagle Advisors
New Jersey
$14K
EDRH
1112
Edmond de Rothschild Holding
Switzerland
$13.7K
CB
1113
CNB Bank
Pennsylvania
$12.9K
OP
1114
ORG Partners
Indiana
$12.9K
SIS
1115
Sound Income Strategies
Florida
$12.8K
TIM
1116
Tortoise Investment Management
New York
$12.8K
FFA
1117
Frazier Financial Advisors
Ohio
$12.8K
TPBG
1118
Turning Point Benefit Group
Maryland
$12.7K
AAG
1119
Armstrong Advisory Group
Massachusetts
$12.6K
JWM
1120
JPL Wealth Management
Colorado
$11.2K
TCM
1121
TruNorth Capital Management
Michigan
$11.2K
SN
1122
Sittner & Nelson
Oregon
$10.8K
DWA
1123
Delos Wealth Advisors
Texas
$10.1K
CFS
1124
CGC Financial Services
Oregon
$10.1K
CFG
1125
CKW Financial Group
Hawaii
$10K