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Otis Worldwide

1,290 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

13.97% more ownership

Funds ownership: 86.46%100.43% (+14%)

4% more funds holding

Funds holding: 1,2441,290 (+46)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.4M
Puts
$19.8M
Net Calls
Net Calls Change

Top Sellers

1 -$255M
2 -$242M
3 -$157M
4
JP Morgan Chase
JP Morgan Chase
New York
-$133M
5
Macquarie Group
Macquarie Group
Australia
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
351
WesBanco Bank
West Virginia
$3.06M
Wealthfront Advisers
352
Wealthfront Advisers
California
$3.04M
Rafferty Asset Management
353
Rafferty Asset Management
New York
$3.03M
VPIM
354
Vanguard Personalized Indexing Management
California
$3M
WSFS
355
Wilmington Savings Fund Society
Delaware
$2.99M
LCM
356
Liberty Capital Management
Michigan
$2.98M
Baird Financial Group
357
Baird Financial Group
Wisconsin
$2.9M
SO
358
STRS Ohio
Ohio
$2.89M
PA
359
Procyon Advisors
Connecticut
$2.87M
CWM
360
Circle Wealth Management
New Jersey
$2.87M
SSWM
361
Sheets Smith Wealth Management
North Carolina
$2.86M
OA
362
Oxbow Advisors
Texas
$2.77M
RFC
363
Regions Financial Corp
Alabama
$2.75M
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$2.73M
TRSOTSOK
365
Teachers Retirement System of the State of Kentucky
Kentucky
$2.73M
SMI
366
Shelter Mutual Insurance
Missouri
$2.73M
CFO
367
Cambient Family Office
Michigan
$2.72M
AF
368
Allworth Financial
California
$2.71M
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$2.69M
FT
370
Fiduciary Trust
Massachusetts
$2.67M
Holocene Advisors
371
Holocene Advisors
New York
$2.66M
Verition Fund Management
372
Verition Fund Management
Connecticut
$2.65M
CPCPP
373
Canada Post Corporation Pension Plan
Canada
$2.62M
BSC
374
Brown Shipley & Co
United Kingdom
$2.62M
IMCOOI
375
Investment Management Corp of Ontario (IMCO)
Canada
$2.57M