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Otis Worldwide

1,244 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, 365 increasing their positions, 504 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:

2.59% less ownership

Funds ownership: 89.05%86.47% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.93B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 504

Holders
1,244
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 +$281M
2 +$178M
3 +$149M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$131M
5
Squarepoint
Squarepoint
New York
+$123M

Top Sellers

1 -$1.32B
2 -$222M
3 -$85.7M
4
Millennium Management
Millennium Management
New York
-$78.7M
5
Aviva
Aviva
United Kingdom
-$74.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
1301
NewEdge Wealth
Pennsylvania
MYAM
1302
Meiji Yasuda Asset Management
Japan
ICP
1303
Interchange Capital Partners
Pennsylvania
CGL
1304
Clarius Group LLC
Washington
AFG
1305
Atomi Financial Group
New York
SYBT
1306
Stock Yards Bank & Trust
Kentucky
LAM
1307
Longboard Asset Management
Arizona
GCM
1308
GKV Capital Management
California
AWM
1309
Angeles Wealth Management
California
NIM
1310
Northeast Investment Management
Massachusetts
FSC
1311
Full Sail Capital
Oklahoma
MA
1312
MJP Associates
Connecticut
Members Trust
1313
Members Trust
Florida
SCM
1314
Schnieders Capital Management
California
PCS
1315
Personal CFO Solutions
New Jersey
MF
1316
Montis Financial
Massachusetts
PBC
1317
Pavion Blue Capital
California
PFA
1318
Pure Financial Advisors
California
MPI
1319
Mairs & Power Inc
Minnesota
AG
1320
Ascent Group
Virginia
DTL
1321
Dynamic Technology Lab
Singapore
BMM
1322
Berkshire Money Management
Massachusetts
AF
1323
Arrow Financial
New York
TWP
1324
Tyche Wealth Partners
Texas
GAG
1325
GM Advisory Group
New York