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Otis Worldwide

1,244 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, 504 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: 89.05%86.47% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.93B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 504

Holders
1,244
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
PS
1201
Pinney & Scofield
Massachusetts
$2.5K
MFT
1202
Moisand Fitzgerald Tamayo
Florida
$2.47K
BI
1203
Binnacle Investments
Iowa
$2.47K
PP
1204
PFS Partners
New Jersey
$2.45K
EFMH
1205
E Fund Management (HK)
Hong Kong
$2.38K
PCFFS
1206
Pacific Center for Financial Services
California
$2.29K
SAS
1207
Spurstone Advisory Services
Connecticut
$2.29K
CCMI
1208
Creative Capital Management Investments
California
$2.19K
CAC
1209
Core Alternative Capital
Georgia
$2.1K
DWM
1210
Dogwood Wealth Management
Kansas
$2.1K
BGA
1211
Battery Global Advisors
Massachusetts
$2.01K
NWM
1212
Navigoe Wealth Management
California
$2K
CCM
1213
Cloud Capital Management
Washington
$2K
TC
1214
Truvestments Capital
Florida
$1.92K
SRCM
1215
Signature Resources Capital Management
California
$1.92K
BHWM
1216
Bay Harbor Wealth Management
Maryland
$1.92K
BWL
1217
Bogart Wealth LLC
Virginia
$1.92K
SNB
1218
Security National Bank
Nebraska
$1.92K
API
1219
Asset Planning Inc
California
$1.83K
RWA
1220
Redmont Wealth Advisors
Illinois
$1.74K
VWA
1221
Valued Wealth Advisors
Utah
$1.55K
PWA
1222
Principia Wealth Advisory
Texas
$1.55K
KG
1223
Kilter Group
New York
$1.37K
TCA
1224
Trifecta Capital Advisors
Illinois
$1.37K
GPFA
1225
Game Plan Financial Advisors
Ohio
$1.1K