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Otis Worldwide

1,298 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 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: 1,2481,298 (+50)

19% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 482

Holders
1,298
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
SMCM
901
Sky-Mountain Capital Management
Idaho
$230K
LWANC
902
Laurel Wealth Advisors (North Carolina)
North Carolina
$230K
PAM
903
Panagora Asset Management
Massachusetts
$229K
CT
904
Colonial Trust
South Carolina
$229K
KCIC
905
Kuhn & Co Investment Counsel
Illinois
$228K
PFA
906
Pure Financial Advisors
California
$228K
BSI
907
Bennett Selby Investments
Maine
$228K
NGA
908
Naples Global Advisors
Florida
$227K
PFM
909
Patton Fund Management
Texas
$224K
CC
910
Courier Capital
New York
$224K
CL
911
CSS LLC
Illinois
$224K
FCMC
912
Founders Capital Management (Connecticut)
Connecticut
$222K
ESB
913
Essex Savings Bank
Connecticut
$221K
KFS
914
Keynote Financial Services
Connecticut
$221K
SCA
915
Stonebridge Capital Advisors
Minnesota
$221K
GVAG
916
Great Valley Advisor Group
Delaware
$220K
DIA
917
Dana Investment Advisors
Wisconsin
$220K
PAS
918
PKS Advisory Services
New York
$220K
SFP
919
Sterling Financial Planning
New Jersey
$220K
LIM
920
Leavell Investment Management
Alabama
$219K
FLPIM
921
F.L. Putnam Investment Management
Massachusetts
$217K
FCM
922
Fieldview Capital Management
Michigan
$216K
PFS
923
Prospera Financial Services
Texas
$216K
KCM
924
Kathmere Capital Management
Pennsylvania
$215K
MPIA
925
Mountain Pacific Investment Advisers
Idaho
$214K