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