OTIS icon

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
T
1326
Transce3nd
Texas
RAM
1327
Riggs Asset Management
Pennsylvania
RTC
1328
Riverview Trust Company
Washington
WA
1329
Whipplewood Advisors
Colorado
OW
1330
Olistico Wealth
Oklahoma
TPWA
1331
Twin Peaks Wealth Advisors
California
NC
1332
NewSquare Capital
Pennsylvania
TCM
1333
Traub Capital Management
Massachusetts
CB
1334
Centennial Bank
Arkansas
KIM
1335
Kestra Investment Management
Texas
BDPWM
1336
Barnes Dennig Private Wealth Management
Ohio
FC
1337
Family CFO
California
SO
1338
Sierra Ocean
California
RP
1339
Raelipskie Partnership
Ontario, Canada
PSFG
1340
Park Square Financial Group
Georgia
TVWM
1341
Tower View Wealth Management
Wisconsin
CPA
1342
Compass Planning Associates
Massachusetts
WCM
1343
WealthTrak Capital Management
Virginia
FMP
1344
Financial Management Professionals
Texas
WTFG
1345
Wood Tarver Financial Group
Idaho
EWA
1346
EQ Wealth Advisors
Texas
SC
1347
Stephens Consulting
Michigan
TIM
1348
Total Investment Management
Arizona
NMG
1349
New Millennium Group
Utah
NWM
1350
Nova Wealth Management
Florida