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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
Members Trust
1301
Members Trust
Florida
PCS
1302
Personal CFO Solutions
New Jersey
MF
1303
Montis Financial
Massachusetts
PBC
1304
Pavion Blue Capital
California
PFA
1305
Pure Financial Advisors
California
MPI
1306
Mairs & Power Inc
Minnesota
AG
1307
Ascent Group
Virginia
DTL
1308
Dynamic Technology Lab
Singapore
BMM
1309
Berkshire Money Management
Massachusetts
AF
1310
Arrow Financial
New York
TWP
1311
Tyche Wealth Partners
Texas
GAG
1312
GM Advisory Group
New York
PP
1313
PDS Planning
Ohio
CPA
1314
Court Place Advisors
Maryland
IFWM
1315
Institute for Wealth Management
Colorado
Lazard Asset Management
1316
Lazard Asset Management
New York
MYIA
1317
Mount Yale Investment Advisors
Colorado
GM
1318
GeoWealth Management
Illinois
PD
1319
Point72 (DIFC)
United Arab Emirates
IIM
1320
Intact Investment Management
Quebec, Canada
OWA
1321
Opal Wealth Advisors
New York
QL
1322
Quarry LP
New York
BCMLT
1323
Beacon Capital Management LLC (Tennessee)
Tennessee
CWM
1324
CarsonAllaria Wealth Management
Illinois
AWM
1325
Atticus Wealth Management
Florida