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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
FFS
826
Founders Financial Securities
Maryland
$273K +$13.2K +148 +5%
NC
827
nVerses Capital
Florida
$273K +$280K +3,129 New
FNBOO
828
First National Bank of Omaha
Nebraska
$273K +$278K +3,102 New
NONA
829
Ninety One North America
New York
$273K -$89.5K -1,000 -24%
RA
830
Riversedge Advisors
Delaware
$273K +$5.19K +58 +2%
SMA
831
Sage Mountain Advisors
Georgia
$272K -$67.5K -755 -20%
SL
832
Sentinus LLC
Illinois
$271K +$277K +3,098 New
HW
833
HORAN Wealth
Ohio
$270K +$179 +2 +0.1%
FFM
834
Forum Financial Management
Illinois
$270K -$25K -279 -8%
MMPW
835
Mitchell McLeod Pugh & Williams
Alabama
$269K
SRL
836
Scientech Research LLC
New Jersey
$268K +$275K +3,073 New
RC
837
Roundview Capital
New Jersey
$268K -$799K -8,934 -74%
JSW
838
Journey Strategic Wealth
New Jersey
$266K +$15.6K +174 +6%
IWM
839
IHT Wealth Management
Illinois
$266K -$5.73K -64 -2%
DJSG
840
D.J. St. Germain
Massachusetts
$266K +$5.19K +58 +2%
TBA
841
Tower Bridge Advisors
Pennsylvania
$265K -$3.31K -37 -1%
FHA
842
Flagship Harbor Advisors
Massachusetts
$265K +$27.4K +306 +11%
GPI
843
General Partner Inc
Pennsylvania
$265K
AA
844
Ancora Advisors
Ohio
$264K +$37.6K +420 +16%
MWM
845
Meridian Wealth Management
Kentucky
$264K
HBW
846
Hazlett, Burt & Watson
West Virginia
$263K
BCM
847
Becker Capital Management
Oregon
$262K +$269K +3,002 New
BL
848
Bleichroeder LP
New York
$262K
CI
849
Corient IA
Florida
$262K
SLT
850
St Louis Trust
Missouri
$262K