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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
SPI
801
Strategic Planning Inc
Ohio
$291K
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K
HCM
803
Howland Capital Management
Massachusetts
$290K
AWM
804
Aberdeen Wealth Management
Illinois
$288K
FCBT
805
First Citizens Bank & Trust
North Carolina
$287K
MG
806
Mather Group
Illinois
$287K
RCA
807
Resonant Capital Advisors
Wisconsin
$286K
MMA
808
Miracle Mile Advisors
California
$285K
TH
809
TCTC Holdings
Texas
$284K
PF
810
Phoenix Financial
Israel
$283K
BRWA
811
B. Riley Wealth Advisors
Florida
$282K
ILI
812
Invesco LLC (Illinois)
Illinois
$281K
BWAM
813
Boyd Watterson Asset Management
Ohio
$281K
FM
814
Foster & Motley
Ohio
$281K
FWCM
815
Ferguson Wellman Capital Management
Oregon
$276K
JTF
816
J. Team Financial
Texas
$276K
BPAMU
817
BTG Pactual Asset Management US
New York
$275K
PI
818
PFG Investments
New York
$274K
FFS
819
Founders Financial Securities
Maryland
$273K
NC
820
nVerses Capital
Florida
$273K
FNBOO
821
First National Bank of Omaha
Nebraska
$273K
NONA
822
Ninety One North America
New York
$273K
RA
823
Riversedge Advisors
Delaware
$273K
SMA
824
Sage Mountain Advisors
Georgia
$272K
SL
825
Sentinus LLC
Illinois
$271K