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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
AF
1326
Arrow Financial
New York
TWP
1327
Tyche Wealth Partners
Texas
GAG
1328
GM Advisory Group
New York
PP
1329
PDS Planning
Ohio
CPA
1330
Court Place Advisors
Maryland
IFWM
1331
Institute for Wealth Management
Colorado
Lazard Asset Management
1332
Lazard Asset Management
New York
MYIA
1333
Mount Yale Investment Advisors
Colorado
GM
1334
GeoWealth Management
Illinois
PD
1335
Point72 (DIFC)
United Arab Emirates
IIM
1336
Intact Investment Management
Quebec, Canada
OWA
1337
Opal Wealth Advisors
New York
QL
1338
Quarry LP
New York
BCMLT
1339
Beacon Capital Management LLC (Tennessee)
Tennessee
CWM
1340
CarsonAllaria Wealth Management
Illinois
AWM
1341
Atticus Wealth Management
Florida
T
1342
Transce3nd
Texas
RAM
1343
Riggs Asset Management
Pennsylvania
RTC
1344
Riverview Trust Company
Washington
WA
1345
Whipplewood Advisors
Colorado
OW
1346
Olistico Wealth
Oklahoma
TPWA
1347
Twin Peaks Wealth Advisors
California
NC
1348
NewSquare Capital
Pennsylvania
TCM
1349
Traub Capital Management
Massachusetts
CB
1350
Centennial Bank
Arkansas