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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
JMFC
876
J.M. Forbes & Co
Massachusetts
$245K -$358 -4 -0.1%
FCM
877
Fourpath Capital Management
Oklahoma
$245K
AWM
878
AE Wealth Management
Kansas
$244K -$13.8K -154 -5%
Bank Julius Baer & Co
879
Bank Julius Baer & Co
Switzerland
$243K -$235K -2,628 -49%
LP
880
LMR Partners
United Kingdom
$242K +$248K +2,773 New
AMIM
881
Aull & Monroe Investment Management
Alabama
$242K
KOMWMG
882
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K
AWM
883
Axxcess Wealth Management
California
$241K -$31.8K -355 -11%
HCM
884
Howard Capital Management
Georgia
$241K +$1.25K +14 +0.5%
EC
885
EntryPoint Capital
New York
$240K -$330K -3,686 -57%
KWA
886
Kingswood Wealth Advisors
California
$239K +$8.41K +94 +4%
MPWT
887
MassMutual Private Wealth & Trust
Connecticut
$238K +$1.79K +20 +0.7%
MWM
888
Mission Wealth Management
California
$238K +$2.24K +25 +0.9%
LBC
889
Lowe Brockenbrough & Co
Virginia
$238K +$14.8K +165 +6%
CCM
890
Coldstream Capital Management
Washington
$238K -$4.74K -53 -2%
LT
891
Legacy Trust
Michigan
$237K +$243K +2,715 New
MP
892
McDonald Partners
Ohio
$236K -$7.78K -87 -3%
CWP
893
Cyndeo Wealth Partners
Florida
$235K -$8.77K -98 -4%
RP
894
Riverwater Partners
Wisconsin
$235K -$2.86K -32 -1%
EWA
895
Eagle Wealth Advisors
Connecticut
$235K +$240K +2,685 New
COCM
896
Charter Oak Capital Management
New Hampshire
$234K -$4.47K -50 -2%
FFM
897
Fullerton Fund Management
Singapore
$234K +$240K +2,683 New
LCM
898
LCM Capital Management
Illinois
$233K -$20.8K -232 -8%
RWP
899
RWA Wealth Partners
Massachusetts
$232K -$13.3K -149 -5%
MCM
900
Mengis Capital Management
Oregon
$231K