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Otis Worldwide

1,295 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 387 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: 86.47%100.43% (+14%)

4% more funds holding

Funds holding: 1,2461,295 (+49)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,295
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
SVCP
951
Silicon Valley Capital Partners
California
$198K
CLOS
952
Compagnie Lombard Odier SCmA
Switzerland
$198K
IAIM
953
International Assets Investment Management
Florida
$189K
PCM
954
Penserra Capital Management
California
$188K
GIA
955
GHP Investment Advisors
Colorado
$182K
CIAM
956
Caitong International Asset Management
Hong Kong
$167K
DZ Bank
957
DZ Bank
Germany
$162K
DMBA
958
Deseret Mutual Benefit Administrators
Utah
$161K
SC
959
SouthState Corp
Florida
$160K
BC
960
Broadwater Capital
Massachusetts
$159K
CF
961
Centaurus Financial
California
$157K
CTA
962
Colonial Trust Advisors
South Carolina
$150K
AAP
963
Arax Advisory Partners
Colorado
$147K
AFC
964
Ares Financial Consulting
California
$143K
ST
965
Smithfield Trust
Pennsylvania
$142K
TC
966
Trust Company
Kansas
$142K
CNBTD
967
Citizens National Bank Trust Department
Mississippi
$141K
GWM
968
Geneos Wealth Management
Colorado
$138K
BONH
969
Bank of New Hampshire
New Hampshire
$138K
EPIM
970
Evelyn Partners Investment Management
$137K
HIA
971
Harbor Investment Advisory
Maryland
$135K
ATC
972
Adirondack Trust Company
New York
$135K
SIM
973
Sentry Investment Management
Wisconsin
$133K
ADL
974
Asset Dedication LLC
California
$131K
ETC
975
Exchange Traded Concepts
Oklahoma
$129K