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Otis Worldwide

1,307 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 391 increasing their positions, 484 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $19.8M

124% more capital invested

Capital invested by funds: $31.1B → $69.5B (+$38.4B)

100% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 82

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

13.99% more ownership

Funds ownership: 86.6%100.59% (+14%)

4% more funds holding

Funds holding: 1,2511,307 (+56)

19% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 484

Holders
1,307
Holders Change
+56
Holders Change %
+4.48%
% of All Funds
15.9%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
164
Increased
391
Reduced
484
Closed
82
Calls
$54.4M
Puts
$19.8M
Net Calls
+$34.6M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
351
Brinker Capital Investments
Pennsylvania
$3.16M -$458K -5,122 -12%
Two Sigma Advisers
352
Two Sigma Advisers
New York
$3.12M -$7.51M -84,000 -70%
AA
353
ALPS Advisors
Colorado
$3.12M -$19.4K -217 -0.6%
BS
354
Banco Santander
Spain
$3.08M -$46.2K -516 -1%
WB
355
WesBanco Bank
West Virginia
$3.06M +$29.9K +334 +1%
Wealthfront Advisers
356
Wealthfront Advisers
California
$3.04M -$118K -1,324 -4%
Rafferty Asset Management
357
Rafferty Asset Management
New York
$3.03M -$52.7K -589 -2%
VPIM
358
Vanguard Personalized Indexing Management
California
$3M -$398K -4,444 -11%
WSFS
359
Wilmington Savings Fund Society
Delaware
$2.99M +$2.16M +24,175 +240%
LCM
360
Liberty Capital Management
Michigan
$2.98M +$25.1K +281 +0.8%
Baird Financial Group
361
Baird Financial Group
Wisconsin
$2.9M +$123K +1,379 +4%
SO
362
STRS Ohio
Ohio
$2.89M +$2.11M +23,598 +250%
PA
363
Procyon Advisors
Connecticut
$2.87M +$1.6M +17,912 +120%
CWM
364
Circle Wealth Management
New Jersey
$2.87M
SSWM
365
Sheets Smith Wealth Management
North Carolina
$2.86M -$179K -2,000 -6%
OA
366
Oxbow Advisors
Texas
$2.77M +$21.5K +240 +0.8%
RFC
367
Regions Financial Corp
Alabama
$2.75M -$275K -3,078 -9%
Pacer Advisors
368
Pacer Advisors
Pennsylvania
$2.73M -$752K -8,408 -21%
TRSOTSOK
369
Teachers Retirement System of the State of Kentucky
Kentucky
$2.73M
SMI
370
Shelter Mutual Insurance
Missouri
$2.73M
CFO
371
Cambient Family Office
Michigan
$2.72M +$2.79M +31,153 New
AF
372
Allworth Financial
California
$2.71M -$40.3K -450 -1%
Cambridge Investment Research Advisors
373
Cambridge Investment Research Advisors
Iowa
$2.69M +$147K +1,645 +6%
FT
374
Fiduciary Trust
Massachusetts
$2.67M -$49.7K -556 -2%
Holocene Advisors
375
Holocene Advisors
New York
$2.66M -$2.9M -32,373 -52%