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Otis Worldwide

1,290 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 80 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: 86.46%100.43% (+14%)

4% more funds holding

Funds holding: 1,2441,290 (+46)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,290
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
CT
901
Colonial Trust
South Carolina
$229K
KCIC
902
Kuhn & Co Investment Counsel
Illinois
$228K
PFA
903
Pure Financial Advisors
California
$228K
BSI
904
Bennett Selby Investments
Maine
$228K
NGA
905
Naples Global Advisors
Florida
$227K
PFM
906
Patton Fund Management
Texas
$224K
CC
907
Courier Capital
New York
$224K
CL
908
CSS LLC
Illinois
$224K
FCMC
909
Founders Capital Management (Connecticut)
Connecticut
$222K
ESB
910
Essex Savings Bank
Connecticut
$221K
KFS
911
Keynote Financial Services
Connecticut
$221K
SCA
912
Stonebridge Capital Advisors
Minnesota
$221K
GVAG
913
Great Valley Advisor Group
Delaware
$220K
DIA
914
Dana Investment Advisors
Wisconsin
$220K
PAS
915
PKS Advisory Services
New York
$220K
SFP
916
Sterling Financial Planning
New Jersey
$220K
LIM
917
Leavell Investment Management
Alabama
$219K
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$217K
FCM
919
Fieldview Capital Management
Michigan
$216K
PFS
920
Prospera Financial Services
Texas
$216K
KCM
921
Kathmere Capital Management
Pennsylvania
$215K
MPIA
922
Mountain Pacific Investment Advisers
Idaho
$214K
PPWP
923
Premier Path Wealth Partners
New Jersey
$211K
FTC
924
Farmers Trust Company
Ohio
$211K
QWM
925
Quadcap Wealth Management
Texas
$211K