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Otis Worldwide

1,247 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, 505 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: 89.07%86.48% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.94B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 505

Holders
1,247
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
USCWA
1301
U.S. Capital Wealth Advisors
Texas
PCP
1302
Proficio Capital Partners
Massachusetts
IF
1303
Intrua Financial
Texas
NW
1304
NewEdge Wealth
Pennsylvania
MYAM
1305
Meiji Yasuda Asset Management
Japan
ICP
1306
Interchange Capital Partners
Pennsylvania
CGL
1307
Clarius Group LLC
Washington
AFG
1308
Atomi Financial Group
New York
SYBT
1309
Stock Yards Bank & Trust
Kentucky
LAM
1310
Longboard Asset Management
Arizona
GCM
1311
GKV Capital Management
California
AWM
1312
Angeles Wealth Management
California
NIM
1313
Northeast Investment Management
Massachusetts
FSC
1314
Full Sail Capital
Oklahoma
MA
1315
MJP Associates
Connecticut
SCM
1316
Schnieders Capital Management
California
Members Trust
1317
Members Trust
Florida
PCS
1318
Personal CFO Solutions
New Jersey
MF
1319
Montis Financial
Massachusetts
PBC
1320
Pavion Blue Capital
California
PFA
1321
Pure Financial Advisors
California
MPI
1322
Mairs & Power Inc
Minnesota
AG
1323
Ascent Group
Virginia
DTL
1324
Dynamic Technology Lab
Singapore
BMM
1325
Berkshire Money Management
Massachusetts