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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
IWC
601
Integrated Wealth Concepts
Massachusetts
$659K
BHIA
602
Birch Hill Investment Advisors
Massachusetts
$658K
KF
603
Krilogy Financial
Missouri
$654K
CWP
604
Curated Wealth Partners
California
$650K
MOS
605
MGO One Seven
Ohio
$648K
LDB
606
Lee, Danner & Bass
Tennessee
$647K
FCM
607
Fire Capital Management
California
$642K
QIM
608
Quantitative Investment Management
Virginia
$640K
EWA
609
EP Wealth Advisors
California
$635K
ANBT
610
American National Bank & Trust
Texas
$633K
DT
611
Diversified Trust
Tennessee
$632K
WAM
612
Werlinich Asset Management
Connecticut
$631K
FPAS
613
Focus Partners Advisor Solutions
Missouri
$630K
TPCW
614
TD Private Client Wealth
New York
$627K
WP
615
Woodline Partners
California
$627K
AAM
616
AR Asset Management
California
$625K
IIA
617
ICW Investment Advisors
Arizona
$620K
MHIC
618
Marble Harbor Investment Counsel
Massachusetts
$613K
EB
619
Eastern Bank
Massachusetts
$607K
GCP
620
GSA Capital Partners
United Kingdom
$607K
RBC
621
Romano Brothers & Co
Illinois
$606K
MGIA
622
Moneta Group Investment Advisors
Missouri
$606K
PA
623
Parallel Advisors
California
$606K
KPWS
624
Kestra Private Wealth Services
Texas
$606K
AWM
625
Apollon Wealth Management
South Carolina
$603K