OTIS icon

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
DS
776
DRW Securities
Illinois
$316K
GWM
777
GSB Wealth Management
Connecticut
$315K
WANY
778
Wealthspire Advisors (New York)
New York
$315K
CFB
779
Cullen/Frost Bankers
Texas
$313K
AIP
780
Ameritas Investment Partners
Nebraska
$312K
HIC
781
Holderness Investments Company
North Carolina
$310K
FCP
782
Fidelis Capital Partners
Florida
$310K
MAM
783
Mystic Asset Management
Rhode Island
$310K
KA
784
Kintegral Advisory
New York
$309K
SCM
785
Sterneck Capital Management
Missouri
$307K
PA
786
Profund Advisors
Maryland
$307K
MNBTD
787
Moody National Bank Trust Division
Texas
$306K
MMH
788
Menora Mivtachim Holdings
Israel
$306K
BWP
789
BSW Wealth Partners
Colorado
$305K
AA
790
Addison Advisors
Vermont
$302K
VA
791
VestGen Advisors
Illinois
$302K
GDP
792
Great Diamond Partners
Maine
$301K
MFS
793
Miller Financial Services
Michigan
$301K
PPW
794
Parcion Private Wealth
Washington
$300K
NB
795
Northwest Bancshares
Pennsylvania
$300K
AP
796
Americana Partners
Texas
$298K
BIA
797
Bell Investment Advisors
California
$298K
FIM
798
Fruth Investment Management
Texas
$297K
EI
799
Ellevest Inc
New York
$295K
FNB
800
Farmers National Bank
Kentucky
$295K