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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
MGIA
626
Moneta Group Investment Advisors
Missouri
$606K -$10.9K -122 -2%
PA
627
Parallel Advisors
California
$606K -$48.9K -547 -7%
KPWS
628
Kestra Private Wealth Services
Texas
$606K -$5.82K -65 -0.9%
AWM
629
Apollon Wealth Management
South Carolina
$603K -$230K -2,569 -27%
MWA
630
Medallion Wealth Advisors
Connecticut
$603K +$89 +1 +0%
BEI
631
Benjamin Edwards Inc
Missouri
$602K +$110K +1,233 +22%
QCG
632
Quadrant Capital Group
Ohio
$589K -$6.08K -68 -1%
WA
633
Waterford Advisors
New York
$584K
GT
634
Glenview Trust
Kentucky
$583K -$26.2K -293 -4%
RCAG
635
Rehmann Capital Advisory Group
Michigan
$582K +$35K +391 +6%
IGGA
636
Iron Gate Global Advisors
Utah
$579K
VT
637
Vise Technologies
New York
$574K +$164K +1,830 +39%
WS
638
Wedbush Securities
California
$572K +$15.3K +171 +3%
WJWM
639
Williams Jones Wealth Management
New York
$569K
FFA
640
Farther Finance Advisors
California
$569K +$319K +3,569 +121%
QL
641
Quarry LP
New York
$567K +$581K +6,495 New
PCM
642
Parsons Capital Management
Rhode Island
$566K +$111K +1,239 +24%
DFCM
643
Dark Forest Capital Management
Puerto Rico
$565K -$824K -9,207 -59%
UB
644
UMB Bank
Missouri
$563K +$58.6K +655 +11%
GI
645
GAMMA Investing
California
$561K +$10.1K +113 +2%
SIA
646
Soltis Investment Advisors
Utah
$559K +$42.9K +479 +8%
AOI
647
Auto-Owners Insurance
Michigan
$558K
CFMC
648
Curbstone Financial Management Corp
New Hampshire
$558K
PAS
649
Park Avenue Securities
New York
$548K -$19.7K -220 -3%
MAS
650
Meeder Advisory Services
Ohio
$546K -$239K -2,670 -30%