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Otis Worldwide

1,290 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 80 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: 86.46%100.43% (+14%)

4% more funds holding

Funds holding: 1,2441,290 (+46)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,290
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
AEPWM
1001
Atlantic Edge Private Wealth Management
Florida
$90.9K
FFC
1002
First Financial Corp
Indiana
$90.6K
VCM
1003
Versant Capital Management
Arizona
$90.1K
GWP
1004
Gen-Wealth Partners
Michigan
$89.5K
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$88.3K
HDIM
1006
Hanson & Doremus Investment Management
Vermont
$87K
CAL
1007
Capital Analysts LLC
Pennsylvania
$87K
ECM
1008
Estabrook Capital Management
New York
$85.8K
GBT
1009
Grove Bank & Trust
Florida
$83.7K
MCM
1010
MV Capital Management
Maryland
$79.1K
IIM
1011
Intact Investment Management
Quebec, Canada
$78.6K
EPIMS
1012
Evelyn Partners Investment Management Services
$76.7K
TFA
1013
Toth Financial Advisory
Virginia
$72.9K
JEST
1014
JTC Employer Solutions Trustee
Jersey
$72K
EWM
1015
Evermay Wealth Management
Virginia
$71.8K
PSB
1016
Piscataqua Savings Bank
New Hampshire
$71.8K
BLC
1017
Brown, Lisle/Cummings
Rhode Island
$71.6K
IBOK
1018
Independence Bank of Kentucky
Kentucky
$70.8K
CT
1019
Clearstead Trust
Maine
$70.3K
APW
1020
Aventura Private Wealth
Florida
$67.2K
SC
1021
Sawyer & Company
Massachusetts
$65.5K
ETS
1022
ESL Trust Services
New York
$65.5K
CAM
1023
Chesapeake Asset Management
New York
$65.5K
PP
1024
Pacifica Partners
Canada
$65.5K
CAM
1025
Costello Asset Management
Pennsylvania
$63.6K