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