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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
CWA
501
Carolina Wealth Advisors
South Carolina
$1.14M +$8.32K +93 +0.7%
PS
502
Pensionfund Sabic
Netherlands
$1.14M
AFCM
503
Applied Finance Capital Management
Puerto Rico
$1.13M +$422K +4,714 +57%
DWM
504
Diversify Wealth Management
Utah
$1.13M -$293K -3,272 -21%
EOJOAM
505
E. Ohman J:or Asset Management
Sweden
$1.12M -$396K -4,423 -26%
AAM
506
Advisors Asset Management
Colorado
$1.12M -$27.8K -311 -2%
VA
507
Vident Advisory
Georgia
$1.12M -$128K -1,432 -10%
TCOV
508
Trust Company of Vermont
Vermont
$1.11M -$18.2K -203 -2%
PS
509
Principal Securities
Iowa
$1.11M +$61.9K +692 +6%
TMAM
510
Tokio Marine Asset Management
Japan
$1.11M
WI
511
WBI Investments
New Jersey
$1.11M +$1.14M +12,728 New
VI
512
Versor Investments
New York
$1.11M +$1.13M +12,655 New
IIM
513
Ironwood Investment Management
Massachusetts
$1.1M +$3.94K +44 +0.4%
LOAMS
514
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.1M
SC
515
Scotia Capital
Ontario, Canada
$1.09M +$95.5K +1,068 +9%
NMIMC
516
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M -$5.1K -57 -0.5%
RBA
517
Richard Bernstein Advisors
New York
$1.09M -$112K -1,257 -9%
MGP
518
Metis Global Partners
California
$1.08M -$86.1K -962 -7%
TAM
519
Tealwood Asset Management
Minnesota
$1.08M -$307K -3,434 -22%
BG
520
Bollard Group
Massachusetts
$1.07M +$2.95K +33 +0.3%
TCPG
521
Trivant Custom Portfolio Group
California
$1.06M -$72.9K -815 -6%
RCA
522
Runnymede Capital Advisors
Ohio
$1.06M +$1.08M +12,088 New
UCFA
523
United Capital Financial Advisors
Texas
$1.05M -$89K -995 -8%
AF
524
Ally Financial
Michigan
$1.05M
NA
525
NewEdge Advisors
Louisiana
$1.03M +$60.7K +678 +6%