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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
KRS
401
Kentucky Retirement Systems
Kentucky
$2.17M
QCM
402
QRG Capital Management
Illinois
$2.14M +$282K +3,157 +15%
CAM
403
Close Asset Management
United Kingdom
$2.14M -$13.4K -150 -0.6%
MKC
404
M. Kraus & Co
Vermont
$2.12M -$26.1K -292 -1%
KAS
405
Kestra Advisory Services
Texas
$2.11M +$414K +4,625 +24%
NB
406
Norinchukin Bank
Japan
$2.11M +$130K +1,449 +6%
VVP
407
Venture Visionary Partners
Ohio
$2.1M +$167K +1,871 +9%
AAIS
408
ABN AMRO Investment Solutions
$2.07M +$1.9M +21,238 +880%
CK
409
Cohen Klingenstein
New York
$2.05M
OTL
410
Oak Thistle LLC
New York
$2.05M +$2.1M +23,428 New
HT
411
Headlands Technologies
Illinois
$2.03M -$31.1K -348 -1%
CNBT
412
Canandaigua National Bank & Trust
New York
$2.03M -$5.01K -56 -0.2%
HIMC
413
Heritage Investors Management Corp
Maryland
$2.03M -$3.31K -37 -0.2%
JC
414
JB Capital
Connecticut
$2.02M -$10.4K -116 -0.5%
SCM
415
Sterling Capital Management
North Carolina
$2.02M -$156K -1,741 -7%
William Blair & Company
416
William Blair & Company
Illinois
$1.97M -$9.39K -105 -0.5%
SA
417
Sanctuary Advisors
Indiana
$1.97M -$136K -1,524 -6%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$1.97M -$41.8K -467 -2%
IA
419
IFP Advisors
Florida
$1.96M +$1.85M +20,624 +1,159%
AV
420
ASR Vermogensbeheer
Netherlands
$1.9M -$4.74K -53 -0.2%
YIA
421
YHB Investment Advisors
Connecticut
$1.87M -$16.7K -187 -0.9%
GT
422
Glenmede Trust
Pennsylvania
$1.87M +$1.92M +21,426 New
ZIG
423
Zurich Insurance Group
Switzerland
$1.87M
AWA
424
Arete Wealth Advisors
Illinois
$1.83M +$35.3K +395 +2%
UBP
425
Union Bancaire Privee
Switzerland
$1.83M +$306K +3,419 +33%