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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
AWM
1276
Aprio Wealth Management
Georgia
CAMG
1277
CWA Asset Management Group
Florida
ST
1278
Sentinel Trust
Texas
ST
1279
Spinnaker Trust
Maine
LWANC
1280
Laurel Wealth Advisors (North Carolina)
North Carolina
SWM
1281
SeaCrest Wealth Management
New York
MPM
1282
MBB Public Markets
Illinois
BFA
1283
Bragg Financial Advisors
North Carolina
VI
1284
Versor Investments
New York
USCWA
1285
U.S. Capital Wealth Advisors
Texas
PCP
1286
Proficio Capital Partners
Massachusetts
IF
1287
Intrua Financial
Texas
NW
1288
NewEdge Wealth
Pennsylvania
MYAM
1289
Meiji Yasuda Asset Management
Japan
ICP
1290
Interchange Capital Partners
Pennsylvania
CGL
1291
Clarius Group LLC
Washington
AFG
1292
Atomi Financial Group
New York
SYBT
1293
Stock Yards Bank & Trust
Kentucky
LAM
1294
Longboard Asset Management
Arizona
GCM
1295
GKV Capital Management
California
AWM
1296
Angeles Wealth Management
California
NIM
1297
Northeast Investment Management
Massachusetts
FSC
1298
Full Sail Capital
Oklahoma
MA
1299
MJP Associates
Connecticut
SCM
1300
Schnieders Capital Management
California