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Otis Worldwide

1,290 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 80 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: 86.46%100.43% (+14%)

4% more funds holding

Funds holding: 1,2441,290 (+46)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,290
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
EWA
701
EverSource Wealth Advisors
Alabama
$429K
MM
702
MQS Management
New York
$425K
TWC
703
TD Waterhouse Canada
Ontario, Canada
$423K
EWA
704
Exencial Wealth Advisors
Oklahoma
$421K
CPIG
705
Chicago Partners Investment Group
Illinois
$421K
MC
706
Moors & Cabot
Massachusetts
$414K
S
707
SignatureFD
Georgia
$413K
VFA
708
Valeo Financial Advisors
Indiana
$412K
CWP
709
Core Wealth Partners
California
$408K
IP
710
Intellectus Partners
California
$402K
EPW
711
Evolve Private Wealth
California
$401K
PCIA
712
Prime Capital Investment Advisors
Kansas
$401K
BMO
713
Beck Mack & Oliver
New York
$400K
EAM
714
Eventide Asset Management
Massachusetts
$399K
PWAM
715
Private Wealth Asset Management
Iowa
$396K
EHC
716
Everett Harris & Co
California
$395K
AI
717
Atom Investors
Texas
$392K
CIA
718
Choate Investment Advisors
Massachusetts
$391K
VBCG
719
Valley Brook Capital Group
Pennsylvania
$390K
ASN
720
Advisory Services Network
Georgia
$390K
OCA
721
OpenArc Corporate Advisory
Georgia
$389K
EM
722
Excalibur Management
Massachusetts
$387K
TBT
723
Texas Bank & Trust
Texas
$384K
HSA
724
HBK Sorce Advisory
Pennsylvania
$382K
WT
725
Washington Trust
Rhode Island
$382K