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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
TE
676
Tema ETFs
New York
$467K -$1.07K -12 -0.2%
CFO
677
Callan Family Office
Pennsylvania
$465K -$3.76K -42 -0.8%
LA
678
LBP AM
France
$465K
AC
679
AlphaCore Capital
California
$460K +$227K +2,537 +93%
FCH
680
Freestone Capital Holdings
Washington
$459K -$51.3K -573 -10%
CI
681
CX Institutional
Indiana
$458K -$45.2K -505 -9%
SG
682
StoneX Group
New York
$456K -$4.38K -49 -0.9%
SI
683
Stephens Inc
Arkansas
$456K +$11.8K +132 +3%
GF
684
Gabelli Funds
New York
$454K +$25.5K +285 +6%
COI
685
Connable Office Inc
Michigan
$452K
OL
686
Optas LLC
Texas
$450K +$22.5K +251 +5%
CSP
687
Cary Street Partners
Virginia
$450K -$1.52K -17 -0.3%
ISL
688
Ingalls & Snyder LLC
New York
$449K -$30.1K -336 -6%
GPA
689
Garrison Point Advisors
California
$447K -$17K -190 -4%
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$447K +$141K +1,574 +44%
GRP
691
Global Retirement Partners
California
$447K +$254K +2,838 +125%
IAS
692
Investment Advisory Services
Texas
$446K -$17.7K -198 -4%
BT
693
Banque Transatlantique
France
$444K +$9.48K +106 +2%
VIM
694
Vancity Investment Management
British Columbia, Canada
$441K +$88.6K +990 +24%
BWP
695
Burling Wealth Partners
Illinois
$440K -$341K -3,815 -43%
CFG
696
Citizens Financial Group
Rhode Island
$440K -$19.1K -213 -4%
GC
697
Guggenheim Capital
Illinois
$436K -$48.8K -546 -10%
FNFDCM
698
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$436K -$12.5K -140 -3%
AFP
699
Ausdal Financial Partners
Iowa
$434K -$100K -1,118 -18%
NW
700
NewEdge Wealth
Pennsylvania
$433K +$443K +4,955 New