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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
TCA
651
Transcend Capital Advisors
New Jersey
$544K +$165K +1,844 +42%
WC
652
Westhampton Capital
North Carolina
$543K -$626 -7 -0.1%
TG
653
TCW Group
California
$543K +$556K +6,211 New
CTC
654
Central Trust Company
Missouri
$539K
PIM
655
Penobscot Investment Management
Massachusetts
$538K -$14.3K -160 -3%
SOW
656
State of Wyoming
Wyoming
$537K -$62.6K -700 -10%
MIC
657
Means Investment Company
Maine
$537K +$89 +1 +0%
MM
658
Meridian Management
Arkansas
$525K
EWM
659
Empirical Wealth Management
Washington
$518K +$326K +3,648 +160%
ACM
660
Allred Capital Management
Texas
$516K
MA
661
Mutual Advisors
Nebraska
$515K -$74.8K -836 -12%
DP
662
Dearborn Partners
Illinois
$512K
VT
663
Volterra Technologies
New York
$504K -$170K -1,898 -25%
HFM
664
Hartford Financial Management
Connecticut
$499K -$9.3K -104 -2%
SFI
665
Siemens Fonds Invest
Germany
$489K
EM
666
ELCO Management
New York
$488K -$10.7K -120 -2%
SCM
667
Sage Capital Management
New Jersey
$487K -$1.16M -12,964 -70%
QWP
668
Quotient Wealth Partners
Texas
$486K -$22.8K -255 -4%
ACA
669
Aptus Capital Advisors
Alabama
$485K +$6.26K +70 +1%
WPC
670
Wedmont Private Capital
Pennsylvania
$480K -$7.6K -85 -2%
BSA
671
Bull Street Advisors
Georgia
$478K
CIA
672
Caerus Investment Advisors
Texas
$478K +$265K +2,958 +118%
SB
673
Simmons Bank
Arkansas
$470K
MAMG
674
Milestone Asset Management Group
Connecticut
$469K +$537 +6 +0.1%
RIL
675
Rothschild Investment LLC
Illinois
$468K -$114K -1,278 -19%