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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
AC
676
AlphaCore Capital
California
$460K
FCH
677
Freestone Capital Holdings
Washington
$459K
CI
678
CX Institutional
Indiana
$458K
SG
679
StoneX Group
New York
$456K
SI
680
Stephens Inc
Arkansas
$456K
GF
681
Gabelli Funds
New York
$454K
COI
682
Connable Office Inc
Michigan
$452K
OL
683
Optas LLC
Texas
$450K
CSP
684
Cary Street Partners
Virginia
$450K
ISL
685
Ingalls & Snyder LLC
New York
$449K
GPA
686
Garrison Point Advisors
California
$447K
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$447K
GRP
688
Global Retirement Partners
California
$447K
IAS
689
Investment Advisory Services
Texas
$446K
BT
690
Banque Transatlantique
France
$444K
VIM
691
Vancity Investment Management
British Columbia, Canada
$441K
BWP
692
Burling Wealth Partners
Illinois
$440K
CFG
693
Citizens Financial Group
Rhode Island
$440K
GC
694
Guggenheim Capital
Illinois
$436K
FNFDCM
695
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$436K
AFP
696
Ausdal Financial Partners
Iowa
$434K
NW
697
NewEdge Wealth
Pennsylvania
$433K
MA
698
Montag & Associates
Georgia
$433K
MFIM
699
Mesirow Financial Investment Management
Illinois
$431K
KWM
700
Kingsview Wealth Management
Oregon
$430K