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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
PPWP
926
Premier Path Wealth Partners
New Jersey
$211K
FTC
927
Farmers Trust Company
Ohio
$211K
QWM
928
Quadcap Wealth Management
Texas
$211K
DWT
929
Dorsey & Whitney Trust
South Dakota
$209K
XT
930
XTX Topco
Cayman Islands
$208K
PA
931
PharVision Advisers
Florida
$208K
MCA
932
MSH Capital Advisors
Arizona
$208K
MNA
933
Manning & Napier Advisors
New York
$207K
CAM
934
Claret Asset Management
Quebec, Canada
$207K
EFSCE
935
Enterprise Financial Services Corp (EFSC)
Missouri
$206K
LWPC
936
Legacy Wealth Partners (Colorado)
Colorado
$206K
CA
937
Capital Advantage
California
$206K
WSC
938
Wellington Shields & Co
New York
$205K
SL
939
Sentry LLC
Tennessee
$205K
LI
940
LMCG Investments
Massachusetts
$204K
DAS
941
Dynamic Advisor Solutions
Arizona
$204K
DAS
942
Diversify Advisory Services
Utah
$203K
SIG
943
Sky Investment Group
Connecticut
$203K
SAI
944
Savvy Advisors Inc
New York
$202K
SAM
945
Smartleaf Asset Management
Massachusetts
$202K
USCWA
946
U.S. Capital Wealth Advisors
Texas
$202K
PFGIA
947
Patriot Financial Group Insurance Agency
Massachusetts
$202K
DCM
948
Donaldson Capital Management
Indiana
$202K
DLA
949
Douglas Lane & Associates
New York
$202K
WTA
950
Washington Trust Advisors
Massachusetts
$201K