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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
LAIC
551
Lederer & Associates Investment Counsel
California
$880K
RT
552
Rockland Trust
Massachusetts
$874K
WC
553
Woodstock Corp
Massachusetts
$870K
ATC
554
Argent Trust Co
Tennessee
$864K
CFG
555
Cooper Financial Group
California
$864K
SCTC
556
Sanibel Captiva Trust Company
Florida
$862K
FMWA
557
Forvis Mazars Wealth Advisors
Missouri
$859K
KCM
558
Kornitzer Capital Management
Kansas
$846K
LNWTC
559
Laird Norton Wetherby Trust Company
Washington
$840K
AWP
560
Ascent Wealth Partners
New York
$832K
IAS
561
IMA Advisory Services
Colorado
$831K
SIC
562
Salem Investment Counselors
North Carolina
$830K
AAM
563
Azzad Asset Management
Virginia
$818K
GCM
564
Graham Capital Management
Connecticut
$811K
BCWM
565
Bartlett & Co Wealth Management
Ohio
$810K
CIA
566
Concurrent Investment Advisors
Florida
$808K
BC
567
Burney Company
Virginia
$806K
HFBOT
568
Home Federal Bank of Tennessee
Tennessee
$802K
DWP
569
Daymark Wealth Partners
Ohio
$799K
TCOT
570
Trust Company of Toledo
Ohio
$791K
P
571
&Partners
Tennessee
$788K
DILIC
572
Dai-ichi Life Insurance Company
Japan
$780K
TCWA
573
Turtle Creek Wealth Advisors
Texas
$779K
MCM
574
Monarch Capital Management
Indiana
$776K
SFA
575
Sequoia Financial Advisors
Ohio
$770K