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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
BIG
751
Brooklyn Investment Group
New York
$350K
BHWM
752
Bar Harbor Wealth Management
New Hampshire
$347K
PTC
753
Philadelphia Trust Company
Pennsylvania
$343K
AP
754
Atwood & Palmer
Missouri
$343K
RWM
755
Rialto Wealth Management
New York
$340K
RCM
756
Radnor Capital Management
Pennsylvania
$340K
BFIM
757
Beese Fulmer Investment Management
Ohio
$339K
RC
758
Rexford Capital
Texas
$337K
WBC
759
Westpac Banking Corp
Australia
$337K
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$335K
FFA
761
Fortune Financial Advisors
Kansas
$334K
FWTB
762
First Western Trust Bank
Colorado
$334K
TTWM
763
TCV Trust & Wealth Management
Virginia
$334K
CI
764
Cigna Investments
Connecticut
$334K
SFG
765
Sovereign Financial Group
Connecticut
$334K
BAM
766
Blueshift Asset Management
New Jersey
$334K
SCM
767
Shelton Capital Management
Colorado
$329K
FG
768
Fiduciary Group
Georgia
$327K
RSWA
769
Robinson Smith Wealth Advisors
Maine
$324K
GI
770
GAMCO Investors
Connecticut
$323K
BTW
771
Boston Trust Walden
Massachusetts
$323K
RWM
772
Ritholtz Wealth Management
New York
$321K
LGF
773
LGT Group Foundation
Liechtenstein
$317K
DS
774
DRW Securities
Illinois
$316K
GWM
775
GSB Wealth Management
Connecticut
$315K