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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
GWSA
1126
Global Wealth Strategies & Associates
Colorado
$9.14K
YP
1127
YANKCOM Partnership
South Dakota
$9.14K
MBFW
1128
Morton Brown Family Wealth
Pennsylvania
$9.14K
FPB
1129
First PREMIER Bank
South Dakota
$9K
DSC
1130
Duncker Streett & Co
Missouri
$8.87K
AFWM
1131
Abich Financial Wealth Management
Virginia
$8.64K
CT
1132
Coastline Trust
Rhode Island
$8.23K
HWA
1133
Heartwood Wealth Advisors
Virginia
$8.14K
GXJ
1134
Global X Japan
Japan
$7.95K
Kayne Anderson Rudnick Investment Management
1135
Kayne Anderson Rudnick Investment Management
California
$7.86K
PPC
1136
Park Place Capital
Alabama
$7.86K
HHMI
1137
Howard Hughes Medical Institute
Maryland
$7.77K
HNW
1138
High Note Wealth
Minnesota
$7.41K
JFGIW
1139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.41K
BFPW
1140
BOK Financial Private Wealth
Colorado
$7.32K
FRA
1141
Front Row Advisors
California
$7.31K
LFASL
1142
Lugano Financial Advisors SA (LFA)
Switzerland
$6.86K
BIM
1143
Breakwater Investment Management
Washington
$6.58K
FDW
1144
Fourth Dimension Wealth
Ohio
$6.55K
LFA
1145
LGT Financial Advisors
Texas
$6.43K
BFS
1146
Bare Financial Services
Pennsylvania
$6.13K
AW
1147
Avion Wealth
Texas
$6K
MA
1148
MCF Advisors
Kentucky
$5.94K
GK
1149
Graney & King
New York
$5.72K
MSG
1150
Main Street Group
Virginia
$5.67K