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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
UAG
1276
United Advisor Group
Ohio
FRA
1277
Frank Rimerman Advisors
California
SC
1278
Syon Capital
California
BBA
1279
Baader Bank Aktiengesellschaft
Germany
JLBC
1280
J.L. Bainbridge & Co
Florida
HTC
1281
Haverford Trust Company
Pennsylvania
SWP
1282
Sagespring Wealth Partners
Tennessee
MUAMU
1283
Mitsubishi UFJ Asset Management (UK)
United Kingdom
AWM
1284
Aprio Wealth Management
Georgia
CAMG
1285
CWA Asset Management Group
Florida
ST
1286
Sentinel Trust
Texas
ST
1287
Spinnaker Trust
Maine
LWANC
1288
Laurel Wealth Advisors (North Carolina)
North Carolina
SWM
1289
SeaCrest Wealth Management
New York
MPM
1290
MBB Public Markets
Illinois
BFA
1291
Bragg Financial Advisors
North Carolina
VI
1292
Versor Investments
New York
USCWA
1293
U.S. Capital Wealth Advisors
Texas
PCP
1294
Proficio Capital Partners
Massachusetts
IF
1295
Intrua Financial
Texas
NW
1296
NewEdge Wealth
Pennsylvania
MYAM
1297
Meiji Yasuda Asset Management
Japan
ICP
1298
Interchange Capital Partners
Pennsylvania
CGL
1299
Clarius Group LLC
Washington
AFG
1300
Atomi Financial Group
New York