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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
CW
851
CreativeOne Wealth
Kansas
$256K
CCM
852
Copeland Capital Management
Pennsylvania
$256K
AWA
853
ARQ Wealth Advisors
Arizona
$255K
NAM
854
NTV Asset Management
West Virginia
$254K
LS
855
Livforsakringsbolaget Skandia
Sweden
$254K
CHC
856
City Holding Co
West Virginia
$254K
AG
857
Ascent Group
Virginia
$254K
SWMP
858
Signature Wealth Management Partners
New Jersey
$254K
JC
859
JM2 Capital
Oklahoma
$253K
TW
860
TritonPoint Wealth
Maryland
$252K
GAM
861
Groupama Asset Management
France
$249K
MF
862
Magnetar Financial
Illinois
$248K
WCP
863
Wick Capital Partners
Pennsylvania
$248K
CT
864
Caldwell Trust
Florida
$247K
TCM
865
Teza Capital Management
Illinois
$247K
CAG
866
Crestwood Advisors Group
Massachusetts
$247K
SAM
867
S.A. Mason
Michigan
$246K
HWMO
868
Heritage Wealth Management (Ohio)
Ohio
$246K
JMFC
869
J.M. Forbes & Co
Massachusetts
$245K
FCM
870
Fourpath Capital Management
Oklahoma
$245K
AWM
871
AE Wealth Management
Kansas
$244K
Bank Julius Baer & Co
872
Bank Julius Baer & Co
Switzerland
$243K
LP
873
LMR Partners
United Kingdom
$242K
AMIM
874
Aull & Monroe Investment Management
Alabama
$242K
KOMWMG
875
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K