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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
TSWM
526
Triangle Securities Wealth Management
North Carolina
$1.01M
I
527
InceptionR
California
$1.01M
SCM
528
Stevens Capital Management
Pennsylvania
$1.01M
OIA
529
OneDigital Investment Advisors
Kansas
$998K
HIM
530
Hillsdale Investment Management
Ontario, Canada
$991K
GAAM
531
Guinness Atkinson Asset Management
California
$990K
OAM
532
Ostrum Asset Management
France
$984K
PWP
533
Principle Wealth Partners
Connecticut
$975K
Lido Advisors
534
Lido Advisors
California
$974K
NRS
535
Neville Rodie & Shaw
New York
$970K
CRC
536
Curi RMB Capital
Illinois
$969K
BFG
537
Bleakley Financial Group
New Jersey
$968K
MK
538
MASTERINVEST Kapitalanlage
$961K
HP
539
Holowesko Partners
Bahamas
$952K
SCA
540
Snowden Capital Advisors
New York
$938K
CAG
541
Cypress Advisory Group
Arizona
$935K
SAM
542
Securian Asset Management
Minnesota
$926K
Fifth Third Bancorp
543
Fifth Third Bancorp
Ohio
$925K
WT
544
Whittier Trust
California
$919K
MSA
545
MUFG Securities Americas
New York
$917K
BIM
546
Bridges Investment Management
Nebraska
$909K
KRSITF
547
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$908K
MLL
548
Moody Lynn & Lieberson
Massachusetts
$905K
CC
549
Centiva Capital
New York
$896K
VF
550
Virtu Financial
New York
$890K