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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
GM
1326
GeoWealth Management
Illinois
PD
1327
Point72 (DIFC)
United Arab Emirates
IIM
1328
Intact Investment Management
Quebec, Canada
OWA
1329
Opal Wealth Advisors
New York
QL
1330
Quarry LP
New York
BCMLT
1331
Beacon Capital Management LLC (Tennessee)
Tennessee
CWM
1332
CarsonAllaria Wealth Management
Illinois
AWM
1333
Atticus Wealth Management
Florida
T
1334
Transce3nd
Texas
RAM
1335
Riggs Asset Management
Pennsylvania
RTC
1336
Riverview Trust Company
Washington
WA
1337
Whipplewood Advisors
Colorado
OW
1338
Olistico Wealth
Oklahoma
TPWA
1339
Twin Peaks Wealth Advisors
California
NC
1340
NewSquare Capital
Pennsylvania
TCM
1341
Traub Capital Management
Massachusetts
CB
1342
Centennial Bank
Arkansas
KIM
1343
Kestra Investment Management
Texas
BDPWM
1344
Barnes Dennig Private Wealth Management
Ohio
FC
1345
Family CFO
California
SO
1346
Sierra Ocean
California
RP
1347
Raelipskie Partnership
Ontario, Canada
PSFG
1348
Park Square Financial Group
Georgia
TVWM
1349
Tower View Wealth Management
Wisconsin
CPA
1350
Compass Planning Associates
Massachusetts