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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
PWMG
1126
Private Wealth Management Group
New Jersey
$9.69K
TFA
1127
Transamerica Financial Advisors
Florida
$9.4K
LCM
1128
Logan Capital Management
Pennsylvania
$9.23K
KTC
1129
Kentucky Trust Company
Kentucky
$9.14K
GWSA
1130
Global Wealth Strategies & Associates
Colorado
$9.14K
YP
1131
YANKCOM Partnership
South Dakota
$9.14K
VWA
1132
VSM Wealth Advisory
Maryland
$9.14K
MBFW
1133
Morton Brown Family Wealth
Pennsylvania
$9.14K
FPB
1134
First PREMIER Bank
South Dakota
$9K
DSC
1135
Duncker Streett & Co
Missouri
$8.87K
AFWM
1136
Abich Financial Wealth Management
Virginia
$8.64K
CT
1137
Coastline Trust
Rhode Island
$8.23K
HWA
1138
Heartwood Wealth Advisors
Virginia
$8.14K
GXJ
1139
Global X Japan
Japan
$7.95K
Kayne Anderson Rudnick Investment Management
1140
Kayne Anderson Rudnick Investment Management
California
$7.86K
PPC
1141
Park Place Capital
Alabama
$7.86K
HHMI
1142
Howard Hughes Medical Institute
Maryland
$7.77K
HNW
1143
High Note Wealth
Minnesota
$7.41K
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.41K
BFPW
1145
BOK Financial Private Wealth
Colorado
$7.32K
FRA
1146
Front Row Advisors
California
$7.31K
LFASL
1147
Lugano Financial Advisors SA (LFA)
Switzerland
$6.86K
BIM
1148
Breakwater Investment Management
Washington
$6.58K
FDW
1149
Fourth Dimension Wealth
Ohio
$6.55K
LFA
1150
LGT Financial Advisors
Texas
$6.43K