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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
PTCG
601
Pring Turner Capital Group
California
$662K
CPC
602
Cookson Peirce & Co
Pennsylvania
$660K +$84.6K +946 +14%
FMB
603
Field & Main Bank
Kentucky
$660K -$4.47K -50 -0.7%
FRA
604
Frank Rimerman Advisors
California
$659K +$675K +7,550 New
IWC
605
Integrated Wealth Concepts
Massachusetts
$659K -$111K -1,243 -14%
BHIA
606
Birch Hill Investment Advisors
Massachusetts
$658K -$89.5K -1,000 -12%
KF
607
Krilogy Financial
Missouri
$654K -$153K -1,705 -19%
CWP
608
Curated Wealth Partners
California
$650K
MOS
609
MGO One Seven
Ohio
$648K +$75.8K +847 +13%
LDB
610
Lee, Danner & Bass
Tennessee
$647K
FCM
611
Fire Capital Management
California
$642K
QIM
612
Quantitative Investment Management
Virginia
$640K -$322K -3,601 -33%
EWA
613
EP Wealth Advisors
California
$635K +$651K +7,275 New
ANBT
614
American National Bank & Trust
Texas
$633K +$62.1K +694 +11%
DT
615
Diversified Trust
Tennessee
$632K +$6.8K +76 +1%
WAM
616
Werlinich Asset Management
Connecticut
$631K +$1.79K +20 +0.3%
FPAS
617
Focus Partners Advisor Solutions
Missouri
$630K -$281K -3,140 -30%
TPCW
618
TD Private Client Wealth
New York
$627K +$141K +1,577 +28%
WP
619
Woodline Partners
California
$627K +$416K +4,654 +184%
AAM
620
AR Asset Management
California
$625K
IIA
621
ICW Investment Advisors
Arizona
$620K +$15.3K +171 +2%
MHIC
622
Marble Harbor Investment Counsel
Massachusetts
$613K
EB
623
Eastern Bank
Massachusetts
$607K -$37.6K -420 -6%
GCP
624
GSA Capital Partners
United Kingdom
$607K +$622K +6,948 New
RBC
625
Romano Brothers & Co
Illinois
$606K -$8.95K -100 -1%