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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
SYBT
1301
Stock Yards Bank & Trust
Kentucky
LAM
1302
Longboard Asset Management
Arizona
GCM
1303
GKV Capital Management
California
AWM
1304
Angeles Wealth Management
California
NIM
1305
Northeast Investment Management
Massachusetts
FSC
1306
Full Sail Capital
Oklahoma
MA
1307
MJP Associates
Connecticut
SCM
1308
Schnieders Capital Management
California
Members Trust
1309
Members Trust
Florida
PCS
1310
Personal CFO Solutions
New Jersey
MF
1311
Montis Financial
Massachusetts
PBC
1312
Pavion Blue Capital
California
PFA
1313
Pure Financial Advisors
California
MPI
1314
Mairs & Power Inc
Minnesota
AG
1315
Ascent Group
Virginia
DTL
1316
Dynamic Technology Lab
Singapore
BMM
1317
Berkshire Money Management
Massachusetts
AF
1318
Arrow Financial
New York
TWP
1319
Tyche Wealth Partners
Texas
GAG
1320
GM Advisory Group
New York
PP
1321
PDS Planning
Ohio
CPA
1322
Court Place Advisors
Maryland
IFWM
1323
Institute for Wealth Management
Colorado
Lazard Asset Management
1324
Lazard Asset Management
New York
MYIA
1325
Mount Yale Investment Advisors
Colorado