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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
MA
701
Montag & Associates
Georgia
$433K +$18.3K +205 +4%
MFIM
702
Mesirow Financial Investment Management
Illinois
$431K -$257K -2,878 -37%
KWM
703
Kingsview Wealth Management
Oregon
$430K +$1.52K +17 +0.3%
GC
704
Grimes & Company
Massachusetts
$430K +$2.06K +23 +0.5%
TAM
705
Tocqueville Asset Management
New York
$429K
EWA
706
EverSource Wealth Advisors
Alabama
$429K +$1.61K +18 +0.4%
MM
707
MQS Management
New York
$425K +$435K +4,864 New
TWC
708
TD Waterhouse Canada
Ontario, Canada
$423K +$16.7K +187 +4%
EWA
709
Exencial Wealth Advisors
Oklahoma
$421K +$11.9K +133 +3%
CPIG
710
Chicago Partners Investment Group
Illinois
$421K +$72.5K +810 +21%
MC
711
Moors & Cabot
Massachusetts
$414K +$11.3K +126 +3%
S
712
SignatureFD
Georgia
$413K -$8.68K -97 -2%
VFA
713
Valeo Financial Advisors
Indiana
$412K +$16K +179 +4%
CWP
714
Core Wealth Partners
California
$408K
IP
715
Intellectus Partners
California
$402K +$127K +1,419 +45%
EPW
716
Evolve Private Wealth
California
$401K +$411K +4,594 New
PCIA
717
Prime Capital Investment Advisors
Kansas
$401K -$39.2K -438 -9%
BMO
718
Beck Mack & Oliver
New York
$400K -$11.8K -132 -3%
EAM
719
Eventide Asset Management
Massachusetts
$399K -$551K -6,156 -58%
PWAM
720
Private Wealth Asset Management
Iowa
$396K
EHC
721
Everett Harris & Co
California
$395K
AI
722
Atom Investors
Texas
$392K -$1.65M -18,416 -80%
CIA
723
Choate Investment Advisors
Massachusetts
$391K -$10.8K -121 -3%
VBCG
724
Valley Brook Capital Group
Pennsylvania
$390K -$53.2K -595 -12%
ASN
725
Advisory Services Network
Georgia
$390K -$19.5K -218 -5%