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Otis Worldwide

1,251 hedge funds and large institutions have $31.1B invested in Otis Worldwide in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 369 increasing their positions, 505 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $43.5M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% less first-time investments, than exits

New positions opened: 120 | Existing positions closed: 123

1% less funds holding

Funds holding: 1,2691,251 (-18)

2.59% less ownership

Funds ownership: 89.19%86.6% (-2.6%)

11% less capital invested

Capital invested by funds: $35B → $31.1B (-$3.94B)

27% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 505

Holders
1,251
Holders Change
-18
Holders Change %
-1.42%
% of All Funds
16.42%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
120
Increased
369
Reduced
505
Closed
123
Calls
$76.3M
Puts
$43.5M
Net Calls
+$32.8M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.45B +$3.6M +39,645 +0.1%
BlackRock
2
BlackRock
New York
$2.94B -$39.7M -436,849 -1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.55B -$222M -2,440,723 -13%
State Street
4
State Street
Massachusetts
$1.46B -$2.96M -32,593 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$1.2B -$36.2M -398,403 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$986M +$7.76M +85,462 +0.8%
JP Morgan Chase
7
JP Morgan Chase
New York
$688M -$1.32B -14,593,475 -66%
Franklin Resources
8
Franklin Resources
California
$678M +$29.3M +322,255 +5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$648M +$16.5M +181,739 +3%
Fundsmith LLP
10
Fundsmith LLP
United Kingdom
$532M
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$470M -$17.7M -194,805 -4%
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$437M +$13.2M +145,817 +3%
PAM
13
PineStone Asset Management
Quebec, Canada
$413M -$11.1M -122,544 -3%
BCF
14
BLS Capital Fondsmaeglerselskab
Denmark
$407M +$71.7M +789,609 +22%
Northern Trust
15
Northern Trust
Illinois
$392M -$9.28M -102,261 -2%
Invesco
16
Invesco
Georgia
$367M -$47M -518,276 -11%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$334M +$149M +1,636,418 +81%
SP
18
Sarasin & Partners
United Kingdom
$330M +$2.67M +29,408 +0.8%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$323M +$42.5M +468,184 +15%
UBS AM
20
UBS AM
Illinois
$298M -$33.9M -373,593 -10%
T. Rowe Price Investment Management
21
T. Rowe Price Investment Management
Maryland
$284M +$281M +3,092,166 +18,754%
Marshall Wace
22
Marshall Wace
United Kingdom
$281M +$20.3M +223,757 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$274M +$18.4M +202,967 +7%
Bank of America
24
Bank of America
North Carolina
$274M +$2.21M +24,301 +0.8%
Legal & General Group
25
Legal & General Group
United Kingdom
$265M +$8.89M +97,884 +3%