We are live on ! Find out more
OTIS icon

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
BHBT
901
Burke & Herbert Bank & Trust
Virginia
$231K +$237K +2,649 New
MWM
902
Maridea Wealth Management
New York
$231K +$237K +2,646 New
MBT
903
Montecito Bank & Trust
California
$231K
NECFA
904
New England Capital Financial Advisors
Connecticut
$230K +$805 +9 +0.3%
SMCM
905
Sky-Mountain Capital Management
Idaho
$230K
LWANC
906
Laurel Wealth Advisors (North Carolina)
North Carolina
$230K +$235K +2,630 New
PAM
907
Panagora Asset Management
Massachusetts
$229K
CT
908
Colonial Trust
South Carolina
$229K -$3.49K -39 -1%
KCIC
909
Kuhn & Co Investment Counsel
Illinois
$228K +$233K +2,609 New
PFA
910
Pure Financial Advisors
California
$228K +$233K +2,605 New
BSI
911
Bennett Selby Investments
Maine
$228K -$89 -1 -0%
NGA
912
Naples Global Advisors
Florida
$227K
PFM
913
Patton Fund Management
Texas
$224K +$18K +201 +8%
CC
914
Courier Capital
New York
$224K
CL
915
CSS LLC
Illinois
$224K +$98.4K +1,100 +75%
FCMC
916
Founders Capital Management (Connecticut)
Connecticut
$222K
ESB
917
Essex Savings Bank
Connecticut
$221K
KFS
918
Keynote Financial Services
Connecticut
$221K
SCA
919
Stonebridge Capital Advisors
Minnesota
$221K -$9.3K -104 -4%
GVAG
920
Great Valley Advisor Group
Delaware
$220K -$537 -6 -0.2%
DIA
921
Dana Investment Advisors
Wisconsin
$220K
PAS
922
PKS Advisory Services
New York
$220K +$537 +6 +0.2%
SFP
923
Sterling Financial Planning
New Jersey
$220K
LIM
924
Leavell Investment Management
Alabama
$219K
EP
925
Essential Partners
California
$218K -$22.6K -253 -9%