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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
USCWA
951
U.S. Capital Wealth Advisors
Texas
$202K +$207K +2,312 New
PFGIA
952
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$2.42K +27 +1%
DCM
953
Donaldson Capital Management
Indiana
$202K
DLA
954
Douglas Lane & Associates
New York
$202K +$5.37K +60 +3%
WTA
955
Washington Trust Advisors
Massachusetts
$201K
IWA
956
Icon Wealth Advisors
Texas
$201K +$14.6K +163 +8%
FWP
957
FAS Wealth Partners
Kansas
$200K +$205K +2,295 New
SVCP
958
Silicon Valley Capital Partners
California
$198K
CLOS
959
Compagnie Lombard Odier SCmA
Switzerland
$198K +$203K +2,268 New
IAIM
960
International Assets Investment Management
Florida
$189K +$193K +2,161 New
PCM
961
Penserra Capital Management
California
$188K -$2.68K -30 -1%
GIA
962
GHP Investment Advisors
Colorado
$182K -$7.51K -84 -4%
CIAM
963
Caitong International Asset Management
Hong Kong
$167K +$65.4K +731 +62%
DZ Bank
964
DZ Bank
Germany
$162K
DMBA
965
Deseret Mutual Benefit Administrators
Utah
$161K +$9.93K +111 +6%
SC
966
SouthState Corp
Florida
$160K -$89 -1 -0.1%
BC
967
Broadwater Capital
Massachusetts
$159K
CF
968
Centaurus Financial
California
$157K -$2.86K -32 -2%
CTA
969
Colonial Trust Advisors
South Carolina
$150K -$4.38K -49 -3%
AAP
970
Arax Advisory Partners
Colorado
$147K -$2.36M -26,376 -94%
AFC
971
Ares Financial Consulting
California
$143K +$146K +1,633 New
ST
972
Smithfield Trust
Pennsylvania
$142K
TC
973
Trust Company
Kansas
$142K +$145K +1,625 New
CNBTD
974
Citizens National Bank Trust Department
Mississippi
$141K
BWA
975
Basecamp Wealth Advisors
Washington
$139K +$142K +1,590 New