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Otis Worldwide

1,295 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 387 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: 86.47%100.43% (+14%)

4% more funds holding

Funds holding: 1,2461,295 (+49)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,295
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
KOMWMG
876
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K
AWM
877
Axxcess Wealth Management
California
$241K
HCM
878
Howard Capital Management
Georgia
$241K
EC
879
EntryPoint Capital
New York
$240K
KWA
880
Kingswood Wealth Advisors
California
$239K
MPWT
881
MassMutual Private Wealth & Trust
Connecticut
$238K
MWM
882
Mission Wealth Management
California
$238K
LBC
883
Lowe Brockenbrough & Co
Virginia
$238K
CCM
884
Coldstream Capital Management
Washington
$238K
LT
885
Legacy Trust
Michigan
$237K
MP
886
McDonald Partners
Ohio
$236K
CWP
887
Cyndeo Wealth Partners
Florida
$235K
RP
888
Riverwater Partners
Wisconsin
$235K
EWA
889
Eagle Wealth Advisors
Connecticut
$235K
COCM
890
Charter Oak Capital Management
New Hampshire
$234K
FFM
891
Fullerton Fund Management
Singapore
$234K
LCM
892
LCM Capital Management
Illinois
$233K
RWP
893
RWA Wealth Partners
Massachusetts
$232K
MCM
894
Mengis Capital Management
Oregon
$231K
BHBT
895
Burke & Herbert Bank & Trust
Virginia
$231K
MWM
896
Maridea Wealth Management
New York
$231K
MBT
897
Montecito Bank & Trust
California
$231K
NECFA
898
New England Capital Financial Advisors
Connecticut
$230K
SMCM
899
Sky-Mountain Capital Management
Idaho
$230K
LWANC
900
Laurel Wealth Advisors (North Carolina)
North Carolina
$230K