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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
IWA
951
Icon Wealth Advisors
Texas
$201K
FWP
952
FAS Wealth Partners
Kansas
$200K
SVCP
953
Silicon Valley Capital Partners
California
$198K
CLOS
954
Compagnie Lombard Odier SCmA
Switzerland
$198K
IAIM
955
International Assets Investment Management
Florida
$189K
PCM
956
Penserra Capital Management
California
$188K
GIA
957
GHP Investment Advisors
Colorado
$182K
CIAM
958
Caitong International Asset Management
Hong Kong
$167K
DZ Bank
959
DZ Bank
Germany
$162K
DMBA
960
Deseret Mutual Benefit Administrators
Utah
$161K
SC
961
SouthState Corp
Florida
$160K
BC
962
Broadwater Capital
Massachusetts
$159K
CF
963
Centaurus Financial
California
$157K
CTA
964
Colonial Trust Advisors
South Carolina
$150K
AAP
965
Arax Advisory Partners
Colorado
$147K
AFC
966
Ares Financial Consulting
California
$143K
ST
967
Smithfield Trust
Pennsylvania
$142K
TC
968
Trust Company
Kansas
$142K
CNBTD
969
Citizens National Bank Trust Department
Mississippi
$141K
GWM
970
Geneos Wealth Management
Colorado
$138K
BONH
971
Bank of New Hampshire
New Hampshire
$138K
EPIM
972
Evelyn Partners Investment Management
$137K
HIA
973
Harbor Investment Advisory
Maryland
$135K
ATC
974
Adirondack Trust Company
New York
$135K
SIM
975
Sentry Investment Management
Wisconsin
$133K