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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
UIA
1001
Ulland Investment Advisors
Minnesota
$97K
BSB
1002
Bangor Savings Bank
Maine
$96.2K
RAM
1003
Ramirez Asset Management
New York
$96.1K
HI
1004
Harbour Investments
Wisconsin
$93.1K
AEPWM
1005
Atlantic Edge Private Wealth Management
Florida
$90.9K
FFC
1006
First Financial Corp
Indiana
$90.6K
VCM
1007
Versant Capital Management
Arizona
$90.1K
GWP
1008
Gen-Wealth Partners
Michigan
$89.5K
CTWM
1009
Cherry Tree Wealth Management
Minnesota
$88.3K
HDIM
1010
Hanson & Doremus Investment Management
Vermont
$87K
CAL
1011
Capital Analysts LLC
Pennsylvania
$87K
ECM
1012
Estabrook Capital Management
New York
$85.8K
GBT
1013
Grove Bank & Trust
Florida
$83.7K
MCM
1014
MV Capital Management
Maryland
$79.1K
IIM
1015
Intact Investment Management
Quebec, Canada
$78.6K
EPIMS
1016
Evelyn Partners Investment Management Services
$76.7K
TFA
1017
Toth Financial Advisory
Virginia
$72.9K
JEST
1018
JTC Employer Solutions Trustee
Jersey
$72K
EWM
1019
Evermay Wealth Management
Virginia
$71.8K
PSB
1020
Piscataqua Savings Bank
New Hampshire
$71.8K
BLC
1021
Brown, Lisle/Cummings
Rhode Island
$71.6K
IBOK
1022
Independence Bank of Kentucky
Kentucky
$70.8K
CT
1023
Clearstead Trust
Maine
$70.3K
APW
1024
Aventura Private Wealth
Florida
$67.2K
ETS
1025
ESL Trust Services
New York
$65.5K