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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
WTC
451
WhitTier Trust Company
Nevada
$1.56M -$145K -1,616 -9%
Envestnet Portfolio Solutions
452
Envestnet Portfolio Solutions
Illinois
$1.54M -$150K -1,675 -9%
RS
453
R Squared
Hong Kong
$1.53M +$514K +5,749 +49%
AIM
454
Aigen Investment Management
New York
$1.52M -$1.05M -11,713 -40%
HNB
455
Huntington National Bank
Ohio
$1.51M -$35.1K -392 -2%
AI
456
Atria Investments
North Carolina
$1.5M +$40.7K +455 +3%
O
457
Ossiam
France
$1.49M +$1.2M +13,394 +371%
IIM
458
Ipswich Investment Management
Massachusetts
$1.47M -$2.15M -24,056 -59%
ECM
459
Everence Capital Management
Indiana
$1.47M
OIS
460
Okabena Investment Services
Minnesota
$1.46M -$58.4K -653 -4%
Allspring Global Investments
461
Allspring Global Investments
North Carolina
$1.46M -$43.7K -488 -3%
HWM
462
HB Wealth Management
Georgia
$1.45M -$82.4K -921 -5%
HP
463
Havemeyer Place
Connecticut
$1.42M +$1.45M +16,230 New
VIM
464
Vinva Investment Management
Australia
$1.41M +$1.43M +15,993 New
Bessemer Group
465
Bessemer Group
New Jersey
$1.4M +$44.5K +497 +3%
Dodge & Cox
466
Dodge & Cox
California
$1.4M -$53.7K -600 -4%
PTC
467
Private Trust Company
Ohio
$1.4M +$34.9K +390 +2%
SIRP
468
Shelter Insurance Retirement Plan
Missouri
$1.4M
TRCT
469
Tower Research Capital (TRC)
New York
$1.4M -$168K -1,877 -11%
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$1.4M +$402K +4,496 +39%
MSE
471
MUFG Securities EMEA
United Kingdom
$1.4M +$757K +8,465 +113%
IAA
472
Independent Advisor Alliance
North Carolina
$1.38M +$32.9K +368 +2%
DA
473
Dash Acquisitions
California
$1.37M +$54.2K +606 +4%
BPCE
474
Bank Pictet & Cie (Europe)
Germany
$1.36M +$37.1K +415 +3%
TCM
475
Tufton Capital Management
Maryland
$1.36M +$37.8K +422 +3%