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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
BIA
801
Bell Investment Advisors
California
$298K -$13K -145 -4%
FIM
802
Fruth Investment Management
Texas
$297K
EI
803
Ellevest Inc
New York
$295K -$106K -1,181 -26%
FNB
804
Farmers National Bank
Kentucky
$295K
KIA
805
Kraematon Investment Advisors
Massachusetts
$294K -$47.1K -527 -14%
BF
806
BOK Financial
Oklahoma
$292K -$43K -481 -13%
DWM
807
Defined Wealth Management
Oregon
$291K -$89 -1 -0%
SPI
808
Strategic Planning Inc
Ohio
$291K -$14.9K -166 -5%
LWCFA
809
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$291K -$1.43M -15,934 -83%
HCM
810
Howland Capital Management
Massachusetts
$290K +$6.44K +72 +2%
AWM
811
Aberdeen Wealth Management
Illinois
$288K
FCBT
812
First Citizens Bank & Trust
North Carolina
$287K +$33.2K +371 +13%
MG
813
Mather Group
Illinois
$287K +$33.2K +371 +13%
RCA
814
Resonant Capital Advisors
Wisconsin
$286K -$45.8K -512 -14%
MMA
815
Miracle Mile Advisors
California
$285K +$11.7K +131 +4%
TH
816
TCTC Holdings
Texas
$284K
PF
817
Phoenix Financial
Israel
$283K +$55.7K +623 +24%
BRWA
818
B. Riley Wealth Advisors
Florida
$282K -$28.4K -318 -9%
ILI
819
Invesco LLC (Illinois)
Illinois
$281K
BWAM
820
Boyd Watterson Asset Management
Ohio
$281K +$11.1K +124 +4%
FM
821
Foster & Motley
Ohio
$281K
FWCM
822
Ferguson Wellman Capital Management
Oregon
$276K -$69K -771 -20%
JTF
823
J. Team Financial
Texas
$276K +$13.6K +152 +5%
BPAMU
824
BTG Pactual Asset Management US
New York
$275K +$282K +3,153 New
PI
825
PFG Investments
New York
$274K -$34.4K -385 -11%