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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
DILIC
576
Dai-ichi Life Insurance Company
Japan
$780K
TCWA
577
Turtle Creek Wealth Advisors
Texas
$779K -$152K -1,697 -16%
MCM
578
Monarch Capital Management
Indiana
$776K -$11K -123 -1%
SFA
579
Sequoia Financial Advisors
Ohio
$770K +$178K +1,985 +29%
BP
580
Ballentine Partners
Massachusetts
$767K +$255K +2,854 +48%
LFG
581
Larson Financial Group
Missouri
$761K +$103K +1,154 +15%
HAG
582
HighPoint Advisor Group
Illinois
$756K -$16.1K -180 -2%
AG
583
Algert Global
California
$756K -$2.05M -22,915 -73%
Vontobel Holding
584
Vontobel Holding
Switzerland
$751K
AP
585
Anchyra Partners
Georgia
$742K +$760K +8,492 New
MYAM
586
Meiji Yasuda Asset Management
Japan
$739K +$756K +8,455 New
JIC
587
Johnson Investment Counsel
Ohio
$737K -$3.76K -42 -0.5%
SWP
588
Stratos Wealth Partners
Ohio
$733K +$31.6K +353 +4%
WA
589
Waverly Advisors
Alabama
$731K +$97.4K +1,089 +15%
OC
590
Oppenheimer & Co
New York
$727K +$5.55K +62 +0.8%
AssetMark Inc
591
AssetMark Inc
California
$724K +$281K +3,144 +61%
AWA
592
Arkadios Wealth Advisors
Georgia
$719K +$81.9K +916 +13%
DBIA
593
Dumont & Blake Investment Advisors
New Jersey
$716K
FNBT
594
FineMark National Bank & Trust
Florida
$715K -$10.1K -113 -1%
NAM
595
NorthCrest Asset Manangement
Minnesota
$697K -$44.6K -499 -6%
GT
596
Greenleaf Trust
Michigan
$696K -$78.3K -875 -10%
SCP
597
Sivia Capital Partners
California
$687K +$703K +7,863 New
VI
598
Vestcor Inc
New Brunswick, Canada
$684K
SIA
599
Sit Investment Associates
Minnesota
$671K
LIM
600
Longfellow Investment Management
Massachusetts
$665K