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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
FLPIM
926
F.L. Putnam Investment Management
Massachusetts
$217K -$5.9K -66 -3%
FCM
927
Fieldview Capital Management
Michigan
$216K +$222K +2,477 New
PFS
928
Prospera Financial Services
Texas
$216K -$1.25K -14 -0.6%
KCM
929
Kathmere Capital Management
Pennsylvania
$215K +$220K +2,464 New
MPIA
930
Mountain Pacific Investment Advisers
Idaho
$214K
PPWP
931
Premier Path Wealth Partners
New Jersey
$211K -$41.6K -465 -16%
FTC
932
Farmers Trust Company
Ohio
$211K -$16.6K -186 -7%
QWM
933
Quadcap Wealth Management
Texas
$211K +$216K +2,412 New
DWT
934
Dorsey & Whitney Trust
South Dakota
$209K -$388K -4,337 -65%
XT
935
XTX Topco
Cayman Islands
$208K -$566K -6,322 -73%
PA
936
PharVision Advisers
Florida
$208K +$213K +2,385 New
MCA
937
MSH Capital Advisors
Arizona
$208K +$1.25K +14 +0.6%
MNA
938
Manning & Napier Advisors
New York
$207K -$4.83K -54 -2%
CAM
939
Claret Asset Management
Quebec, Canada
$207K -$537 -6 -0.3%
EFSCE
940
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$9.75K +109 +5%
LWPC
941
Legacy Wealth Partners (Colorado)
Colorado
$206K +$211K +2,359 New
CA
942
Capital Advantage
California
$206K
WSC
943
Wellington Shields & Co
New York
$205K +$22.7K +254 +12%
SL
944
Sentry LLC
Tennessee
$205K
LI
945
LMCG Investments
Massachusetts
$204K
DAS
946
Dynamic Advisor Solutions
Arizona
$204K -$1.34K -15 -0.6%
DAS
947
Diversify Advisory Services
Utah
$203K +$1.25K +14 +0.6%
SIG
948
Sky Investment Group
Connecticut
$203K +$716 +8 +0.3%
SAI
949
Savvy Advisors Inc
New York
$202K -$79.7K -891 -28%
SAM
950
Smartleaf Asset Management
Massachusetts
$202K +$11K +123 +6%