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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
SACTSONJ
726
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$376K
VIP
727
Viewpoint Investment Partners
Alberta, Canada
$376K
VSQM
728
V-Square Quantitative Management
Illinois
$375K
DMC
729
Drexel Morgan & Co
Pennsylvania
$375K
BAM
730
Beaumont Asset Management
Texas
$373K
HH
731
Hilltop Holdings
Texas
$372K
FPL
732
Fortress Private Ledger
North Carolina
$371K
PCM
733
Pointe Capital Management
Michigan
$367K
NP
734
NorthRock Partners
Minnesota
$364K
OIMU
735
Osmosis Investment Management UK
United Kingdom
$363K
SVWAG
736
Sound View Wealth Advisors Group
Georgia
$362K
SWM
737
Shakespeare Wealth Management
Wisconsin
$362K
JFG
738
Jefferies Financial Group
New York
$361K
QEI
739
QSV Equity Investors
Illinois
$361K
RSWM
740
Robertson Stephens Wealth Management
California
$360K
FTWA
741
Fifth Third Wealth Advisors
Ohio
$359K
VCA
742
Verdence Capital Advisors
Maryland
$358K
GS
743
GTS Securities
New York
$355K
BB
744
Busey Bank
Illinois
$354K
CCA
745
Checchi Capital Advisers
California
$353K
1SB
746
1ST Source Bank
Indiana
$353K
HW
747
Hancock Whitney
Mississippi
$353K
WDA
748
Wendell David Associates
New Hampshire
$352K
PP
749
Patten & Patten
Tennessee
$350K
KIA
750
Knollwood Investment Advisory
Maryland
$350K