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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
TCM
1101
TD Capital Management
Tennessee
$18.4K
BC
1102
Barrett & Company
Rhode Island
$18.3K
RTL
1103
Red Tortoise LLC
Georgia
$18.1K
HC
1104
Hara Capital
Washington
$17.8K
SL
1105
Salomon & Ludwin
Virginia
$17.4K
HWP
1106
Highline Wealth Partners
California
$16.6K
AAG
1107
Accordant Advisory Group
Maryland
$16.5K
FP
1108
Financial Perspectives
Minnesota
$16.5K
CMA
1109
Cedar Mountain Advisors
Oregon
$15.8K
LC
1110
Lavaca Capital
Texas
$15.5K
TF
1111
Tompkins Financial
New York
$15.3K
TLA
1112
Tanglewood Legacy Advisors
Texas
$15.3K
CWM
1113
Cranbrook Wealth Management
Michigan
$14.8K
CYG
1114
Clean Yield Group
Vermont
$14.7K
GEA
1115
Glen Eagle Advisors
New Jersey
$14K
EDRH
1116
Edmond de Rothschild Holding
Switzerland
$13.7K
CB
1117
CNB Bank
Pennsylvania
$12.9K
OP
1118
ORG Partners
Indiana
$12.9K
SIS
1119
Sound Income Strategies
Florida
$12.8K
TIM
1120
Tortoise Investment Management
New York
$12.8K
FFA
1121
Frazier Financial Advisors
Ohio
$12.8K
TPBG
1122
Turning Point Benefit Group
Maryland
$12.7K
AAG
1123
Armstrong Advisory Group
Massachusetts
$12.6K
JWM
1124
JPL Wealth Management
Colorado
$11.2K
TCM
1125
TruNorth Capital Management
Michigan
$11.2K