OTIS icon

Otis Worldwide

1,296 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 388 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: 1,2471,296 (+49)

20% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 482

Holders
1,296
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
FTC
926
Farmers Trust Company
Ohio
$211K
QWM
927
Quadcap Wealth Management
Texas
$211K
DWT
928
Dorsey & Whitney Trust
South Dakota
$209K
XT
929
XTX Topco
Cayman Islands
$208K
PA
930
PharVision Advisers
Florida
$208K
MCA
931
MSH Capital Advisors
Arizona
$208K
MNA
932
Manning & Napier Advisors
New York
$207K
CAM
933
Claret Asset Management
Quebec, Canada
$207K
EFSCE
934
Enterprise Financial Services Corp (EFSC)
Missouri
$206K
LWPC
935
Legacy Wealth Partners (Colorado)
Colorado
$206K
CA
936
Capital Advantage
California
$206K
WSC
937
Wellington Shields & Co
New York
$205K
SL
938
Sentry LLC
Tennessee
$205K
LI
939
LMCG Investments
Massachusetts
$204K
DAS
940
Dynamic Advisor Solutions
Arizona
$204K
DAS
941
Diversify Advisory Services
Utah
$203K
SIG
942
Sky Investment Group
Connecticut
$203K
SAI
943
Savvy Advisors Inc
New York
$202K
SAM
944
Smartleaf Asset Management
Massachusetts
$202K
USCWA
945
U.S. Capital Wealth Advisors
Texas
$202K
PFGIA
946
Patriot Financial Group Insurance Agency
Massachusetts
$202K
DCM
947
Donaldson Capital Management
Indiana
$202K
DLA
948
Douglas Lane & Associates
New York
$202K
WTA
949
Washington Trust Advisors
Massachusetts
$201K
IWA
950
Icon Wealth Advisors
Texas
$201K