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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
WANY
776
Wealthspire Advisors (New York)
New York
$315K
CFB
777
Cullen/Frost Bankers
Texas
$313K
AIP
778
Ameritas Investment Partners
Nebraska
$312K
HIC
779
Holderness Investments Company
North Carolina
$310K
FCP
780
Fidelis Capital Partners
Florida
$310K
MAM
781
Mystic Asset Management
Rhode Island
$310K
KA
782
Kintegral Advisory
New York
$309K
SCM
783
Sterneck Capital Management
Missouri
$307K
PA
784
Profund Advisors
Maryland
$307K
MNBTD
785
Moody National Bank Trust Division
Texas
$306K
MMH
786
Menora Mivtachim Holdings
Israel
$306K
BWP
787
BSW Wealth Partners
Colorado
$305K
AA
788
Addison Advisors
Vermont
$302K
VA
789
VestGen Advisors
Illinois
$302K
GDP
790
Great Diamond Partners
Maine
$301K
MFS
791
Miller Financial Services
Michigan
$301K
PPW
792
Parcion Private Wealth
Washington
$300K
NB
793
Northwest Bancshares
Pennsylvania
$300K
AP
794
Americana Partners
Texas
$298K
BIA
795
Bell Investment Advisors
California
$298K
FIM
796
Fruth Investment Management
Texas
$297K
EI
797
Ellevest Inc
New York
$295K
KIA
798
Kraematon Investment Advisors
Massachusetts
$294K
BF
799
BOK Financial
Oklahoma
$292K
DWM
800
Defined Wealth Management
Oregon
$291K