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Otis Worldwide

1,237 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, 498 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:

2.62% less ownership

Funds ownership: 89.02%86.4% (-2.6%)

11% less capital invested

Capital invested by funds: $34.8B → $31B (-$3.78B)

27% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 498

Holders
1,237
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
LAM
1301
Longboard Asset Management
Arizona
GCM
1302
GKV Capital Management
California
AWM
1303
Angeles Wealth Management
California
NIM
1304
Northeast Investment Management
Massachusetts
FSC
1305
Full Sail Capital
Oklahoma
MA
1306
MJP Associates
Connecticut
SCM
1307
Schnieders Capital Management
California
Members Trust
1308
Members Trust
Florida
PCS
1309
Personal CFO Solutions
New Jersey
MF
1310
Montis Financial
Massachusetts
PBC
1311
Pavion Blue Capital
California
PFA
1312
Pure Financial Advisors
California
MPI
1313
Mairs & Power Inc
Minnesota
AG
1314
Ascent Group
Virginia
DTL
1315
Dynamic Technology Lab
Singapore
BMM
1316
Berkshire Money Management
Massachusetts
AF
1317
Arrow Financial
New York
TWP
1318
Tyche Wealth Partners
Texas
GAG
1319
GM Advisory Group
New York
PP
1320
PDS Planning
Ohio
CPA
1321
Court Place Advisors
Maryland
IFWM
1322
Institute for Wealth Management
Colorado
Lazard Asset Management
1323
Lazard Asset Management
New York
MYIA
1324
Mount Yale Investment Advisors
Colorado
GM
1325
GeoWealth Management
Illinois