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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
BEI
626
Benjamin Edwards Inc
Missouri
$602K
QCG
627
Quadrant Capital Group
Ohio
$589K
WA
628
Waterford Advisors
New York
$584K
GT
629
Glenview Trust
Kentucky
$583K
RCAG
630
Rehmann Capital Advisory Group
Michigan
$582K
IGGA
631
Iron Gate Global Advisors
Utah
$579K
VT
632
Vise Technologies
New York
$574K
WS
633
Wedbush Securities
California
$572K
WJWM
634
Williams Jones Wealth Management
New York
$569K
FFA
635
Farther Finance Advisors
California
$569K
QL
636
Quarry LP
New York
$567K
PCM
637
Parsons Capital Management
Rhode Island
$566K
DFCM
638
Dark Forest Capital Management
Puerto Rico
$565K
UB
639
UMB Bank
Missouri
$563K
GI
640
GAMMA Investing
California
$561K
SIA
641
Soltis Investment Advisors
Utah
$559K
AOI
642
Auto-Owners Insurance
Michigan
$558K
CFMC
643
Curbstone Financial Management Corp
New Hampshire
$558K
PAS
644
Park Avenue Securities
New York
$548K
MAS
645
Meeder Advisory Services
Ohio
$546K
TCA
646
Transcend Capital Advisors
New Jersey
$544K
WC
647
Westhampton Capital
North Carolina
$543K
TG
648
TCW Group
California
$543K
CTC
649
Central Trust Company
Missouri
$539K
PIM
650
Penobscot Investment Management
Massachusetts
$538K