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Otis Worldwide

1,244 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, 504 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: 89.05%86.47% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31B (-$3.93B)

28% less repeat investments, than reductions

Existing positions increased: 365 | Existing positions reduced: 504

Holders
1,244
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
PP
1326
PDS Planning
Ohio
CPA
1327
Court Place Advisors
Maryland
IFWM
1328
Institute for Wealth Management
Colorado
Lazard Asset Management
1329
Lazard Asset Management
New York
MYIA
1330
Mount Yale Investment Advisors
Colorado
GM
1331
GeoWealth Management
Illinois
PD
1332
Point72 (DIFC)
United Arab Emirates
IIM
1333
Intact Investment Management
Quebec, Canada
OWA
1334
Opal Wealth Advisors
New York
QL
1335
Quarry LP
New York
BCMLT
1336
Beacon Capital Management LLC (Tennessee)
Tennessee
CWM
1337
CarsonAllaria Wealth Management
Illinois
AWM
1338
Atticus Wealth Management
Florida
T
1339
Transce3nd
Texas
RAM
1340
Riggs Asset Management
Pennsylvania
RTC
1341
Riverview Trust Company
Washington
WA
1342
Whipplewood Advisors
Colorado
OW
1343
Olistico Wealth
Oklahoma
TPWA
1344
Twin Peaks Wealth Advisors
California
NC
1345
NewSquare Capital
Pennsylvania
TCM
1346
Traub Capital Management
Massachusetts
CB
1347
Centennial Bank
Arkansas
KIM
1348
Kestra Investment Management
Texas
BDPWM
1349
Barnes Dennig Private Wealth Management
Ohio
FC
1350
Family CFO
California