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Otis Worldwide

1,238 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, 499 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:

2.56% less ownership

Funds ownership: 89.02%86.46% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.76B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 499

Holders
1,238
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
EFMH
1201
E Fund Management (HK)
Hong Kong
$2.38K
PCFFS
1202
Pacific Center for Financial Services
California
$2.29K
SAS
1203
Spurstone Advisory Services
Connecticut
$2.29K
CCMI
1204
Creative Capital Management Investments
California
$2.19K
CAC
1205
Core Alternative Capital
Georgia
$2.1K
DWM
1206
Dogwood Wealth Management
Kansas
$2.1K
BGA
1207
Battery Global Advisors
Massachusetts
$2.01K
NWM
1208
Navigoe Wealth Management
California
$2K
CCM
1209
Cloud Capital Management
Washington
$2K
TC
1210
Truvestments Capital
Florida
$1.92K
SRCM
1211
Signature Resources Capital Management
California
$1.92K
BHWM
1212
Bay Harbor Wealth Management
Maryland
$1.92K
BWL
1213
Bogart Wealth LLC
Virginia
$1.92K
SNB
1214
Security National Bank
Nebraska
$1.92K
API
1215
Asset Planning Inc
California
$1.83K
RWA
1216
Redmont Wealth Advisors
Illinois
$1.74K
VWA
1217
Valued Wealth Advisors
Utah
$1.55K
TCA
1218
Trifecta Capital Advisors
Illinois
$1.37K
GPFA
1219
Game Plan Financial Advisors
Ohio
$1.1K
FC
1220
Fairscale Capital
New Hampshire
$1.1K
RWS
1221
Retirement Wealth Solutions
Wisconsin
$1.01K
NL
1222
NVWM LLC
Pennsylvania
$914
AF
1223
Advisornet Financial
Minnesota
$731
HIA
1224
HFM Investment Advisors
New Jersey
$731
FG
1225
Fairman Group
Pennsylvania
$731