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Otis Worldwide

1,247 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, 505 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: 89.07%86.48% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.94B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 505

Holders
1,247
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
JWM
1126
JPL Wealth Management
Colorado
$11.2K
TCM
1127
TruNorth Capital Management
Michigan
$11.2K
SN
1128
Sittner & Nelson
Oregon
$10.8K
DWA
1129
Delos Wealth Advisors
Texas
$10.1K
CFS
1130
CGC Financial Services
Oregon
$10.1K
CFG
1131
CKW Financial Group
Hawaii
$10K
MHR
1132
Matthew Hamilton Rosenberg
$9.78K
PWMG
1133
Private Wealth Management Group
New Jersey
$9.69K
TFA
1134
Transamerica Financial Advisors
Florida
$9.4K
LCM
1135
Logan Capital Management
Pennsylvania
$9.23K
VWA
1136
VSM Wealth Advisory
Maryland
$9.14K
KTC
1137
Kentucky Trust Company
Kentucky
$9.14K
GWSA
1138
Global Wealth Strategies & Associates
Colorado
$9.14K
YP
1139
YANKCOM Partnership
South Dakota
$9.14K
MBFW
1140
Morton Brown Family Wealth
Pennsylvania
$9.14K
FPB
1141
First PREMIER Bank
South Dakota
$9K
DSC
1142
Duncker Streett & Co
Missouri
$8.87K
AFWM
1143
Abich Financial Wealth Management
Virginia
$8.64K
CT
1144
Coastline Trust
Rhode Island
$8.23K
HWA
1145
Heartwood Wealth Advisors
Virginia
$8.14K
GXJ
1146
Global X Japan
Japan
$7.95K
Kayne Anderson Rudnick Investment Management
1147
Kayne Anderson Rudnick Investment Management
California
$7.86K
PPC
1148
Park Place Capital
Alabama
$7.86K
HHMI
1149
Howard Hughes Medical Institute
Maryland
$7.77K
HNW
1150
High Note Wealth
Minnesota
$7.41K