Otis Worldwide
OTIS
1,252 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, 504 reducing their positions, and 122 closing their positions.
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: 7 → 8 (+1)
2% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 122
1% less funds holding
Funds holding: 1,269 → 1,252 (-17)
2.54% less ownership
Funds ownership: 89.14% → 86.6% (-2.5%)
11% less capital invested
Capital invested by funds: $34.8B → $31.1B (-$3.76B)
27% less repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 504
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$281M |
| 2 |
VanEck Associates
New York
|
+$178M |
| 3 |
D.E. Shaw & Co
New York
|
+$149M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$131M |
| 5 |
Squarepoint
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.32B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$222M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$85.7M |
| 4 |
Millennium Management
New York
|
-$78.7M |
| 5 |
Aviva
London,
United Kingdom
|
-$74.8M |
OTIS Hedge Fund Activity: Q3 2025 in Review
1,252 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q3 2025, worth a combined $31.1B — down 11% from $34.8B a quarter earlier.
Sellers outnumbered buyers: 122 funds closed out of OTIS and 120 opened new positions — a net loss of 2 holders — while 504 trimmed existing stakes and 369 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $281M. The largest seller was JP Morgan Chase, cutting an estimated $1.32B.
- 1,252 institutional investors held Otis Worldwide (OTIS) as of Q3 2025, down from 1,269 in Q2 2025.
- Funds reported $31.1B of Otis Worldwide stock for Q3 2025, down 11% quarter-over-quarter.
- 120 funds opened new Otis Worldwide positions in Q3 2025 and 122 closed out, a net change of -2 holders.
- The largest Otis Worldwide buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $281M added.
- The largest Otis Worldwide seller in Q3 2025 was JP Morgan Chase, an estimated $1.32B sold.
Based on aggregated 13F filings for Q3 2025.