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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
CCM
1201
Cloud Capital Management
Washington
$2K
TC
1202
Truvestments Capital
Florida
$1.92K
SRCM
1203
Signature Resources Capital Management
California
$1.92K
BHWM
1204
Bay Harbor Wealth Management
Maryland
$1.92K
BWL
1205
Bogart Wealth LLC
Virginia
$1.92K
SNB
1206
Security National Bank
Nebraska
$1.92K
API
1207
Asset Planning Inc
California
$1.83K
RWA
1208
Redmont Wealth Advisors
Illinois
$1.74K
VWA
1209
Valued Wealth Advisors
Utah
$1.55K
TCA
1210
Trifecta Capital Advisors
Illinois
$1.37K
GPFA
1211
Game Plan Financial Advisors
Ohio
$1.1K
FC
1212
Fairscale Capital
New Hampshire
$1.1K
RWS
1213
Retirement Wealth Solutions
Wisconsin
$1.01K
NL
1214
NVWM LLC
Pennsylvania
$914
AF
1215
Advisornet Financial
Minnesota
$731
HIA
1216
HFM Investment Advisors
New Jersey
$731
FG
1217
Fairman Group
Pennsylvania
$731
WWA
1218
Wealth Watch Advisors
Colorado
$731
OPTFSNA
1219
Old Point Trust & Financial Services N A
Virginia
$549
Q1WB
1220
Quest 10 Wealth Builders
Virginia
$502
NRWA
1221
North Ridge Wealth Advisors
Oregon
$458
HFS
1222
Hughes Financial Services
Virginia
$451
BHWM
1223
Beaird Harris Wealth Management
Texas
$423
SA
1224
Seneschal Advisors
Washington
$366
DCM
1225
Davis Capital Management
Florida
$366