We are live on ! Find out more
OTIS icon

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
CCA
751
Checchi Capital Advisers
California
$353K +$1.25K +14 +0.3%
1SB
752
1ST Source Bank
Indiana
$353K -$42.1K -471 -10%
HW
753
Hancock Whitney
Mississippi
$353K
WDA
754
Wendell David Associates
New Hampshire
$352K -$107K -1,196 -23%
PP
755
Patten & Patten
Tennessee
$350K +$45.2K +505 +14%
KIA
756
Knollwood Investment Advisory
Maryland
$350K
BIG
757
Brooklyn Investment Group
New York
$350K +$140K +1,570 +65%
BHWM
758
Bar Harbor Wealth Management
New Hampshire
$347K -$2.42K -27 -0.7%
PTC
759
Philadelphia Trust Company
Pennsylvania
$343K
AP
760
Atwood & Palmer
Missouri
$343K
RWM
761
Rialto Wealth Management
New York
$340K +$89 +1 +0%
RCM
762
Radnor Capital Management
Pennsylvania
$340K -$12.5K -140 -3%
BFIM
763
Beese Fulmer Investment Management
Ohio
$339K +$348K +3,886 New
RC
764
Rexford Capital
Texas
$337K +$2.86K +32 +0.8%
WBC
765
Westpac Banking Corp
Australia
$337K
Luther King Capital Management (LKCM)
766
Luther King Capital Management (LKCM)
Texas
$335K +$343K +3,838 New
FFA
767
Fortune Financial Advisors
Kansas
$334K +$89 +1 +0%
FWTB
768
First Western Trust Bank
Colorado
$334K -$99.8K -1,116 -23%
TTWM
769
TCV Trust & Wealth Management
Virginia
$334K -$10.2K -114 -3%
CI
770
Cigna Investments
Connecticut
$334K
SFG
771
Sovereign Financial Group
Connecticut
$334K -$2.68K -30 -0.8%
BAM
772
Blueshift Asset Management
New Jersey
$334K -$313K -3,501 -48%
SCM
773
Shelton Capital Management
Colorado
$329K
FG
774
Fiduciary Group
Georgia
$327K
RSWA
775
Robinson Smith Wealth Advisors
Maine
$324K -$5.64K -63 -2%