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Otis Worldwide

1,298 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 increasing their positions, 482 reducing their positions, and 81 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: 86.48%100.45% (+14%)

4% more funds holding

Funds holding: 1,2481,298 (+50)

19% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 482

Holders
1,298
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
SFA
576
Sequoia Financial Advisors
Ohio
$770K
BP
577
Ballentine Partners
Massachusetts
$767K
LFG
578
Larson Financial Group
Missouri
$761K
HAG
579
HighPoint Advisor Group
Illinois
$756K
AG
580
Algert Global
California
$756K
Vontobel Holding
581
Vontobel Holding
Switzerland
$751K
AP
582
Anchyra Partners
Georgia
$742K
MYAM
583
Meiji Yasuda Asset Management
Japan
$739K
JIC
584
Johnson Investment Counsel
Ohio
$737K
SWP
585
Stratos Wealth Partners
Ohio
$733K
WA
586
Waverly Advisors
Alabama
$731K
OC
587
Oppenheimer & Co
New York
$727K
AssetMark Inc
588
AssetMark Inc
California
$724K
AWA
589
Arkadios Wealth Advisors
Georgia
$719K
DBIA
590
Dumont & Blake Investment Advisors
New Jersey
$716K
FNBT
591
FineMark National Bank & Trust
Florida
$715K
NAM
592
NorthCrest Asset Manangement
Minnesota
$697K
GT
593
Greenleaf Trust
Michigan
$696K
SCP
594
Sivia Capital Partners
California
$687K
VI
595
Vestcor Inc
New Brunswick, Canada
$684K
SIA
596
Sit Investment Associates
Minnesota
$671K
LIM
597
Longfellow Investment Management
Massachusetts
$665K
PTCG
598
Pring Turner Capital Group
California
$662K
CPC
599
Cookson Peirce & Co
Pennsylvania
$660K
FMB
600
Field & Main Bank
Kentucky
$660K