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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
BP
576
Ballentine Partners
Massachusetts
$767K
LFG
577
Larson Financial Group
Missouri
$761K
HAG
578
HighPoint Advisor Group
Illinois
$756K
AG
579
Algert Global
California
$756K
Vontobel Holding
580
Vontobel Holding
Switzerland
$751K
AP
581
Anchyra Partners
Georgia
$742K
MYAM
582
Meiji Yasuda Asset Management
Japan
$739K
JIC
583
Johnson Investment Counsel
Ohio
$737K
SWP
584
Stratos Wealth Partners
Ohio
$733K
WA
585
Waverly Advisors
Alabama
$731K
OC
586
Oppenheimer & Co
New York
$727K
AssetMark Inc
587
AssetMark Inc
California
$724K
AWA
588
Arkadios Wealth Advisors
Georgia
$719K
DBIA
589
Dumont & Blake Investment Advisors
New Jersey
$716K
FNBT
590
FineMark National Bank & Trust
Florida
$715K
NAM
591
NorthCrest Asset Manangement
Minnesota
$697K
GT
592
Greenleaf Trust
Michigan
$696K
SCP
593
Sivia Capital Partners
California
$687K
VI
594
Vestcor Inc
New Brunswick, Canada
$684K
SIA
595
Sit Investment Associates
Minnesota
$671K
LIM
596
Longfellow Investment Management
Massachusetts
$665K
PTCG
597
Pring Turner Capital Group
California
$662K
CPC
598
Cookson Peirce & Co
Pennsylvania
$660K
FMB
599
Field & Main Bank
Kentucky
$660K
FRA
600
Frank Rimerman Advisors
California
$659K