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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
GI
776
GAMCO Investors
Connecticut
$323K
BTW
777
Boston Trust Walden
Massachusetts
$323K
RWM
778
Ritholtz Wealth Management
New York
$321K +$75.4K +843 +30%
LGF
779
LGT Group Foundation
Liechtenstein
$317K -$152K -1,700 -32%
DS
780
DRW Securities
Illinois
$316K +$65.7K +734 +25%
GWM
781
GSB Wealth Management
Connecticut
$315K +$1.25K +14 +0.4%
WANY
782
Wealthspire Advisors (New York)
New York
$315K +$147K +1,640 +84%
CFB
783
Cullen/Frost Bankers
Texas
$313K -$24.2K -270 -7%
AIP
784
Ameritas Investment Partners
Nebraska
$312K
HIC
785
Holderness Investments Company
North Carolina
$310K -$6.44K -72 -2%
FCP
786
Fidelis Capital Partners
Florida
$310K +$9.66K +108 +3%
MAM
787
Mystic Asset Management
Rhode Island
$310K -$47.8K -534 -13%
KA
788
Kintegral Advisory
New York
$309K -$8.68K -97 -3%
SCM
789
Sterneck Capital Management
Missouri
$307K +$38.6K +432 +14%
PA
790
Profund Advisors
Maryland
$307K -$53.9K -603 -15%
MNBTD
791
Moody National Bank Trust Division
Texas
$306K -$171K -1,912 -35%
MMH
792
Menora Mivtachim Holdings
Israel
$306K
BWP
793
BSW Wealth Partners
Colorado
$305K -$54.6K -610 -15%
AA
794
Addison Advisors
Vermont
$302K -$1.52K -17 -0.5%
VA
795
VestGen Advisors
Illinois
$302K +$113K +1,262 +57%
GDP
796
Great Diamond Partners
Maine
$301K
MFS
797
Miller Financial Services
Michigan
$301K -$22.4K -250 -7%
PPW
798
Parcion Private Wealth
Washington
$300K -$19.4K -217 -6%
NB
799
Northwest Bancshares
Pennsylvania
$300K -$6.71K -75 -2%
AP
800
Americana Partners
Texas
$298K