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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
HW
826
HORAN Wealth
Ohio
$270K
FFM
827
Forum Financial Management
Illinois
$270K
MMPW
828
Mitchell McLeod Pugh & Williams
Alabama
$269K
SRL
829
Scientech Research LLC
New Jersey
$268K
RC
830
Roundview Capital
New Jersey
$268K
JSW
831
Journey Strategic Wealth
New Jersey
$266K
IWM
832
IHT Wealth Management
Illinois
$266K
DJSG
833
D.J. St. Germain
Massachusetts
$266K
TBA
834
Tower Bridge Advisors
Pennsylvania
$265K
FHA
835
Flagship Harbor Advisors
Massachusetts
$265K
GPI
836
General Partner Inc
Pennsylvania
$265K
AA
837
Ancora Advisors
Ohio
$264K
MWM
838
Meridian Wealth Management
Kentucky
$264K
HBW
839
Hazlett, Burt & Watson
West Virginia
$263K
BCM
840
Becker Capital Management
Oregon
$262K
SFM
841
Systematic Financial Management
New Jersey
$262K
SLT
842
St Louis Trust
Missouri
$262K
BL
843
Bleichroeder LP
New York
$262K
CI
844
Corient IA
Florida
$262K
IA
845
Integrity Alliance
Iowa
$261K
AC
846
Apella Capital
Connecticut
$260K
AO
847
Advisor OS
Illinois
$259K
TIA
848
Tiemann Investment Advisors
California
$258K
BFO
849
Boston Family Office
Massachusetts
$257K
ERSOT
850
Employees Retirement System of Texas
Texas
$257K