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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
FFL
1201
Financial Freedom LLC
Ohio
$2.57K
S
1202
Sachetta
Massachusetts
$2.56K
RPA
1203
Redwood Park Advisors
California
$2.56K
PS
1204
Pinney & Scofield
Massachusetts
$2.5K
MFT
1205
Moisand Fitzgerald Tamayo
Florida
$2.47K
BI
1206
Binnacle Investments
Iowa
$2.47K
PP
1207
PFS Partners
New Jersey
$2.45K
EFMH
1208
E Fund Management (HK)
Hong Kong
$2.38K
PCFFS
1209
Pacific Center for Financial Services
California
$2.29K
SAS
1210
Spurstone Advisory Services
Connecticut
$2.29K
CCMI
1211
Creative Capital Management Investments
California
$2.19K
CAC
1212
Core Alternative Capital
Georgia
$2.1K
DWM
1213
Dogwood Wealth Management
Kansas
$2.1K
BGA
1214
Battery Global Advisors
Massachusetts
$2.01K
NWM
1215
Navigoe Wealth Management
California
$2K
CCM
1216
Cloud Capital Management
Washington
$2K
TC
1217
Truvestments Capital
Florida
$1.92K
SRCM
1218
Signature Resources Capital Management
California
$1.92K
BHWM
1219
Bay Harbor Wealth Management
Maryland
$1.92K
BWL
1220
Bogart Wealth LLC
Virginia
$1.92K
SNB
1221
Security National Bank
Nebraska
$1.92K
API
1222
Asset Planning Inc
California
$1.83K
RWA
1223
Redmont Wealth Advisors
Illinois
$1.74K
VWA
1224
Valued Wealth Advisors
Utah
$1.55K
PWA
1225
Principia Wealth Advisory
Texas
$1.55K