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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
HAIM
526
Hunter Associates Investment Management
Pennsylvania
$1.03M +$1.05M +11,682 New
RPC
527
Rossmore Private Capital
Connecticut
$1.03M +$20.1K +225 +2%
RBI
528
Raiffeisen Bank International
Austria
$1.02M -$44.4K -496 -4%
CAM
529
Cresset Asset Management
Illinois
$1.02M +$111K +1,236 +12%
TSWM
530
Triangle Securities Wealth Management
North Carolina
$1.01M -$112K -1,253 -10%
I
531
InceptionR
California
$1.01M -$584K -6,524 -36%
SCM
532
Stevens Capital Management
Pennsylvania
$1.01M +$1.03M +11,528 New
OIA
533
OneDigital Investment Advisors
Kansas
$998K -$144K -1,612 -12%
HIM
534
Hillsdale Investment Management
Ontario, Canada
$991K +$93K +1,040 +10%
GAAM
535
Guinness Atkinson Asset Management
California
$990K -$29.3K -328 -3%
OAM
536
Ostrum Asset Management
France
$984K -$334K -3,733 -25%
PWP
537
Principle Wealth Partners
Connecticut
$975K +$626 +7 +0.1%
Lido Advisors
538
Lido Advisors
California
$974K +$110K +1,227 +13%
NRS
539
Neville Rodie & Shaw
New York
$970K -$4.47K -50 -0.4%
CRC
540
Curi RMB Capital
Illinois
$969K +$517K +5,783 +109%
BFG
541
Bleakley Financial Group
New Jersey
$968K +$991K +11,081 New
MK
542
MASTERINVEST Kapitalanlage
$961K +$200K +2,240 +26%
HP
543
Holowesko Partners
Bahamas
$952K
SCA
544
Snowden Capital Advisors
New York
$938K -$22.5K -251 -2%
CAG
545
Cypress Advisory Group
Arizona
$935K +$29.1K +325 +3%
SAM
546
Securian Asset Management
Minnesota
$926K -$748K -8,356 -44%
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$925K -$418K -4,669 -31%
WT
548
Whittier Trust
California
$919K -$97.1K -1,085 -10%
MSA
549
MUFG Securities Americas
New York
$917K -$7.6K -85 -0.8%
BIM
550
Bridges Investment Management
Nebraska
$909K