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Otis Worldwide

1,298 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 increasing their positions, 482 reducing their positions, and 81 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: 86.48%100.45% (+14%)

4% more funds holding

Funds holding: 1,2481,298 (+50)

19% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 482

Holders
1,298
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
TIA
851
Tiemann Investment Advisors
California
$258K
BFO
852
Boston Family Office
Massachusetts
$257K
ERSOT
853
Employees Retirement System of Texas
Texas
$257K
CW
854
CreativeOne Wealth
Kansas
$256K
CCM
855
Copeland Capital Management
Pennsylvania
$256K
AWA
856
ARQ Wealth Advisors
Arizona
$255K
NAM
857
NTV Asset Management
West Virginia
$254K
LS
858
Livforsakringsbolaget Skandia
Sweden
$254K
CHC
859
City Holding Co
West Virginia
$254K
AG
860
Ascent Group
Virginia
$254K
SWMP
861
Signature Wealth Management Partners
New Jersey
$254K
JC
862
JM2 Capital
Oklahoma
$253K
TW
863
TritonPoint Wealth
Maryland
$252K
GAM
864
Groupama Asset Management
France
$249K
MF
865
Magnetar Financial
Illinois
$248K
WCP
866
Wick Capital Partners
Pennsylvania
$248K
CT
867
Caldwell Trust
Florida
$247K
TCM
868
Teza Capital Management
Illinois
$247K
CAG
869
Crestwood Advisors Group
Massachusetts
$247K
SAM
870
S.A. Mason
Michigan
$246K
HWMO
871
Heritage Wealth Management (Ohio)
Ohio
$246K
JMFC
872
J.M. Forbes & Co
Massachusetts
$245K
FCM
873
Fourpath Capital Management
Oklahoma
$245K
AWM
874
AE Wealth Management
Kansas
$244K
Bank Julius Baer & Co
875
Bank Julius Baer & Co
Switzerland
$243K