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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
KRSITF
551
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$908K
MLL
552
Moody Lynn & Lieberson
Massachusetts
$905K -$7.25K -81 -0.8%
CC
553
Centiva Capital
New York
$896K +$918K +10,261 New
VF
554
Virtu Financial
New York
$890K +$911K +10,185 New
LAIC
555
Lederer & Associates Investment Counsel
California
$880K +$902K +10,077 New
RT
556
Rockland Trust
Massachusetts
$874K -$206K -2,306 -19%
WC
557
Woodstock Corp
Massachusetts
$870K -$4.47K -50 -0.5%
ATC
558
Argent Trust Co
Tennessee
$864K -$93.2K -1,042 -10%
CFG
559
Cooper Financial Group
California
$864K -$8.41K -94 -0.9%
SCTC
560
Sanibel Captiva Trust Company
Florida
$862K -$17.1K -191 -2%
FMWA
561
Forvis Mazars Wealth Advisors
Missouri
$859K
KCM
562
Kornitzer Capital Management
Kansas
$846K
LNWTC
563
Laird Norton Wetherby Trust Company
Washington
$840K +$861K +9,622 New
AWP
564
Ascent Wealth Partners
New York
$832K +$1.34K +15 +0.2%
IAS
565
IMA Advisory Services
Colorado
$831K +$984 +11 +0.1%
SIC
566
Salem Investment Counselors
North Carolina
$830K +$147K +1,646 +21%
AAM
567
Azzad Asset Management
Virginia
$818K +$13K +145 +2%
GCM
568
Graham Capital Management
Connecticut
$811K +$830K +9,282 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$810K -$45.7K -511 -5%
CIA
570
Concurrent Investment Advisors
Florida
$808K +$14.3K +160 +2%
BC
571
Burney Company
Virginia
$806K +$8.32K +93 +1%
HFBOT
572
Home Federal Bank of Tennessee
Tennessee
$802K
DWP
573
Daymark Wealth Partners
Ohio
$799K +$130K +1,458 +19%
TCOT
574
Trust Company of Toledo
Ohio
$791K -$27.2K -304 -3%
P
575
&Partners
Tennessee
$788K +$228K +2,549 +39%