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Otis Worldwide

1,296 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 388 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: 1,2471,296 (+49)

20% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 482

Holders
1,296
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
AMIM
876
Aull & Monroe Investment Management
Alabama
$242K
KOMWMG
877
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K
AWM
878
Axxcess Wealth Management
California
$241K
HCM
879
Howard Capital Management
Georgia
$241K
EC
880
EntryPoint Capital
New York
$240K
KWA
881
Kingswood Wealth Advisors
California
$239K
MPWT
882
MassMutual Private Wealth & Trust
Connecticut
$238K
MWM
883
Mission Wealth Management
California
$238K
LBC
884
Lowe Brockenbrough & Co
Virginia
$238K
CCM
885
Coldstream Capital Management
Washington
$238K
LT
886
Legacy Trust
Michigan
$237K
MP
887
McDonald Partners
Ohio
$236K
CWP
888
Cyndeo Wealth Partners
Florida
$235K
RP
889
Riverwater Partners
Wisconsin
$235K
EWA
890
Eagle Wealth Advisors
Connecticut
$235K
COCM
891
Charter Oak Capital Management
New Hampshire
$234K
FFM
892
Fullerton Fund Management
Singapore
$234K
LCM
893
LCM Capital Management
Illinois
$233K
RWP
894
RWA Wealth Partners
Massachusetts
$232K
MCM
895
Mengis Capital Management
Oregon
$231K
BHBT
896
Burke & Herbert Bank & Trust
Virginia
$231K
MWM
897
Maridea Wealth Management
New York
$231K
MBT
898
Montecito Bank & Trust
California
$231K
NECFA
899
New England Capital Financial Advisors
Connecticut
$230K
SMCM
900
Sky-Mountain Capital Management
Idaho
$230K