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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
PP
751
Patten & Patten
Tennessee
$350K
KIA
752
Knollwood Investment Advisory
Maryland
$350K
BIG
753
Brooklyn Investment Group
New York
$350K
BHWM
754
Bar Harbor Wealth Management
New Hampshire
$347K
PTC
755
Philadelphia Trust Company
Pennsylvania
$343K
AP
756
Atwood & Palmer
Missouri
$343K
RWM
757
Rialto Wealth Management
New York
$340K
RCM
758
Radnor Capital Management
Pennsylvania
$340K
BFIM
759
Beese Fulmer Investment Management
Ohio
$339K
RC
760
Rexford Capital
Texas
$337K
WBC
761
Westpac Banking Corp
Australia
$337K
Luther King Capital Management (LKCM)
762
Luther King Capital Management (LKCM)
Texas
$335K
FFA
763
Fortune Financial Advisors
Kansas
$334K
FWTB
764
First Western Trust Bank
Colorado
$334K
TTWM
765
TCV Trust & Wealth Management
Virginia
$334K
CI
766
Cigna Investments
Connecticut
$334K
SFG
767
Sovereign Financial Group
Connecticut
$334K
BAM
768
Blueshift Asset Management
New Jersey
$334K
SCM
769
Shelton Capital Management
Colorado
$329K
FG
770
Fiduciary Group
Georgia
$327K
RSWA
771
Robinson Smith Wealth Advisors
Maine
$324K
GI
772
GAMCO Investors
Connecticut
$323K
BTW
773
Boston Trust Walden
Massachusetts
$323K
RWM
774
Ritholtz Wealth Management
New York
$321K
LGF
775
LGT Group Foundation
Liechtenstein
$317K