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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
GC
701
Grimes & Company
Massachusetts
$430K
TAM
702
Tocqueville Asset Management
New York
$429K
EWA
703
EverSource Wealth Advisors
Alabama
$429K
MM
704
MQS Management
New York
$425K
TWC
705
TD Waterhouse Canada
Ontario, Canada
$423K
EWA
706
Exencial Wealth Advisors
Oklahoma
$421K
CPIG
707
Chicago Partners Investment Group
Illinois
$421K
MC
708
Moors & Cabot
Massachusetts
$414K
S
709
SignatureFD
Georgia
$413K
VFA
710
Valeo Financial Advisors
Indiana
$412K
CWP
711
Core Wealth Partners
California
$408K
IP
712
Intellectus Partners
California
$402K
EPW
713
Evolve Private Wealth
California
$401K
PCIA
714
Prime Capital Investment Advisors
Kansas
$401K
BMO
715
Beck Mack & Oliver
New York
$400K
EAM
716
Eventide Asset Management
Massachusetts
$399K
PWAM
717
Private Wealth Asset Management
Iowa
$396K
EHC
718
Everett Harris & Co
California
$395K
AI
719
Atom Investors
Texas
$392K
CIA
720
Choate Investment Advisors
Massachusetts
$391K
VBCG
721
Valley Brook Capital Group
Pennsylvania
$390K
ASN
722
Advisory Services Network
Georgia
$390K
OCA
723
OpenArc Corporate Advisory
Georgia
$389K
EM
724
Excalibur Management
Massachusetts
$387K
TBT
725
Texas Bank & Trust
Texas
$384K