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Otis Worldwide

1,237 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, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
HWP
1101
Highline Wealth Partners
California
$16.6K
AAG
1102
Accordant Advisory Group
Maryland
$16.5K
FP
1103
Financial Perspectives
Minnesota
$16.5K
CMA
1104
Cedar Mountain Advisors
Oregon
$15.8K
LC
1105
Lavaca Capital
Texas
$15.5K
TF
1106
Tompkins Financial
New York
$15.3K
TLA
1107
Tanglewood Legacy Advisors
Texas
$15.3K
CWM
1108
Cranbrook Wealth Management
Michigan
$14.8K
CYG
1109
Clean Yield Group
Vermont
$14.7K
GEA
1110
Glen Eagle Advisors
New Jersey
$14K
EDRH
1111
Edmond de Rothschild Holding
Switzerland
$13.7K
CB
1112
CNB Bank
Pennsylvania
$12.9K
OP
1113
ORG Partners
Indiana
$12.9K
SIS
1114
Sound Income Strategies
Florida
$12.8K
TIM
1115
Tortoise Investment Management
New York
$12.8K
FFA
1116
Frazier Financial Advisors
Ohio
$12.8K
TPBG
1117
Turning Point Benefit Group
Maryland
$12.7K
AAG
1118
Armstrong Advisory Group
Massachusetts
$12.6K
JWM
1119
JPL Wealth Management
Colorado
$11.2K
TCM
1120
TruNorth Capital Management
Michigan
$11.2K
SN
1121
Sittner & Nelson
Oregon
$10.8K
DWA
1122
Delos Wealth Advisors
Texas
$10.1K
CFS
1123
CGC Financial Services
Oregon
$10.1K
CFG
1124
CKW Financial Group
Hawaii
$10K
MHR
1125
Matthew Hamilton Rosenberg
$9.78K