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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
OCA
726
OpenArc Corporate Advisory
Georgia
$389K +$398K +4,449 New
EM
727
Excalibur Management
Massachusetts
$387K
TBT
728
Texas Bank & Trust
Texas
$384K
IFG
729
Independent Financial Group
California
$383K +$35.3K +395 +10%
HSA
730
HBK Sorce Advisory
Pennsylvania
$382K -$9.57K -107 -2%
WT
731
Washington Trust
Rhode Island
$382K -$1.07K -12 -0.3%
SACTSONJ
732
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$376K
VIP
733
Viewpoint Investment Partners
Alberta, Canada
$376K +$385K +4,300 New
VSQM
734
V-Square Quantitative Management
Illinois
$375K +$384K +4,297 New
DMC
735
Drexel Morgan & Co
Pennsylvania
$375K
BAM
736
Beaumont Asset Management
Texas
$373K +$382K +4,270 New
HH
737
Hilltop Holdings
Texas
$372K -$18.4K -206 -5%
FPL
738
Fortress Private Ledger
North Carolina
$371K +$93.5K +1,045 +33%
PCM
739
Pointe Capital Management
Michigan
$367K -$11.1K -124 -3%
NP
740
NorthRock Partners
Minnesota
$364K -$568K -6,346 -60%
OIMU
741
Osmosis Investment Management UK
United Kingdom
$363K +$372K +4,159 New
SVWAG
742
Sound View Wealth Advisors Group
Georgia
$362K +$18.8K +210 +5%
SWM
743
Shakespeare Wealth Management
Wisconsin
$362K
JFG
744
Jefferies Financial Group
New York
$361K +$370K +4,131 New
QEI
745
QSV Equity Investors
Illinois
$361K -$15.9K -178 -4%
RSWM
746
Robertson Stephens Wealth Management
California
$360K +$368K +4,117 New
FTWA
747
Fifth Third Wealth Advisors
Ohio
$359K +$5.64K +63 +2%
VCA
748
Verdence Capital Advisors
Maryland
$358K -$179 -2 -0%
GS
749
GTS Securities
New York
$355K +$364K +4,066 New
BB
750
Busey Bank
Illinois
$354K +$22.7K +254 +7%