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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
SFM
851
Systematic Financial Management
New Jersey
$262K
IA
852
Integrity Alliance
Iowa
$261K -$29.9K -334 -10%
AC
853
Apella Capital
Connecticut
$260K +$267K +2,980 New
AO
854
Advisor OS
Illinois
$259K -$18.4K -206 -6%
TIA
855
Tiemann Investment Advisors
California
$258K -$4.47K -50 -2%
BFO
856
Boston Family Office
Massachusetts
$257K -$46.5K -520 -15%
ERSOT
857
Employees Retirement System of Texas
Texas
$257K
CW
858
CreativeOne Wealth
Kansas
$256K -$13.2K -147 -5%
CCM
859
Copeland Capital Management
Pennsylvania
$256K
AWA
860
ARQ Wealth Advisors
Arizona
$255K -$21.9K -245 -8%
NAM
861
NTV Asset Management
West Virginia
$254K -$6.98K -78 -3%
LS
862
Livforsakringsbolaget Skandia
Sweden
$254K
CHC
863
City Holding Co
West Virginia
$254K -$64.6K -722 -20%
AG
864
Ascent Group
Virginia
$254K +$260K +2,910 New
SWMP
865
Signature Wealth Management Partners
New Jersey
$254K
JC
866
JM2 Capital
Oklahoma
$253K +$260K +2,902 New
TW
867
TritonPoint Wealth
Maryland
$252K -$54.9K -614 -18%
GAM
868
Groupama Asset Management
France
$249K -$26.4K -295 -9%
MF
869
Magnetar Financial
Illinois
$248K -$459K -5,135 -64%
WCP
870
Wick Capital Partners
Pennsylvania
$248K +$254K +2,843 New
CT
871
Caldwell Trust
Florida
$247K -$107K -1,200 -30%
TCM
872
Teza Capital Management
Illinois
$247K +$253K +2,826 New
CAG
873
Crestwood Advisors Group
Massachusetts
$247K -$895 -10 -0.4%
SAM
874
S.A. Mason
Michigan
$246K +$89 +1 +0%
HWMO
875
Heritage Wealth Management (Ohio)
Ohio
$246K -$17.9K -200 -7%