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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
AWM
626
Apollon Wealth Management
South Carolina
$603K
MWAL
627
Medallion Wealth Advisors, LLC
Connecticut
$603K
BEI
628
Benjamin Edwards Inc
Missouri
$602K
QCG
629
Quadrant Capital Group
Ohio
$589K
WA
630
Waterford Advisors
New York
$584K
GT
631
Glenview Trust
Kentucky
$583K
RCAG
632
Rehmann Capital Advisory Group
Michigan
$582K
IGGA
633
Iron Gate Global Advisors
Utah
$579K
VT
634
Vise Technologies
New York
$574K
WS
635
Wedbush Securities
California
$572K
WJWM
636
Williams Jones Wealth Management
New York
$569K
FFA
637
Farther Finance Advisors
California
$569K
QL
638
Quarry LP
New York
$567K
PCM
639
Parsons Capital Management
Rhode Island
$566K
DFCM
640
Dark Forest Capital Management
Puerto Rico
$565K
UB
641
UMB Bank
Missouri
$563K
GI
642
GAMMA Investing
California
$561K
SIA
643
Soltis Investment Advisors
Utah
$559K
AOI
644
Auto-Owners Insurance
Michigan
$558K
CFMC
645
Curbstone Financial Management Corp
New Hampshire
$558K
PAS
646
Park Avenue Securities
New York
$548K
MAS
647
Meeder Advisory Services
Ohio
$546K
TCA
648
Transcend Capital Advisors
New Jersey
$544K
WC
649
Westhampton Capital
North Carolina
$543K
TG
650
TCW Group
California
$543K