We are live on ! Find out more
OTIS icon

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
AGWCA
1001
Annis Gardner Whiting Capital Advisors
Florida
$108K -$2.15K -24 -2%
WB
1002
Webster Bank
Connecticut
$108K -$6.71K -75 -6%
HFS
1003
Hantz Financial Services
Michigan
$107K -$24.7K -276 -18%
AIM
1004
Anchor Investment Management
South Carolina
$106K
OL
1005
OneFund LLC
Florida
$102K +$5.64K +63 +6%
PAM
1006
Parvin Asset Management
South Dakota
$97.1K
UIA
1007
Ulland Investment Advisors
Minnesota
$97K
BSB
1008
Bangor Savings Bank
Maine
$96.2K -$15.3K -171 -13%
RAM
1009
Ramirez Asset Management
New York
$96.1K
HI
1010
Harbour Investments
Wisconsin
$93.1K -$82.8K -926 -46%
AEPWM
1011
Atlantic Edge Private Wealth Management
Florida
$90.9K
FFC
1012
First Financial Corp
Indiana
$90.6K -$3.13K -35 -3%
VCM
1013
Versant Capital Management
Arizona
$90.1K +$32.7K +365 +55%
GWP
1014
Gen-Wealth Partners
Michigan
$89.5K
CTWM
1015
Cherry Tree Wealth Management
Minnesota
$88.3K
1CP
1016
1015 Capital Partners
Pennsylvania
$88.1K +$90.3K +1,009 New
HDIM
1017
Hanson & Doremus Investment Management
Vermont
$87K -$8.95K -100 -9%
CAL
1018
Capital Analysts LLC
Pennsylvania
$87K +$89 +1 +0.1%
ECM
1019
Estabrook Capital Management
New York
$85.8K
GBT
1020
Grove Bank & Trust
Florida
$83.7K
MCM
1021
MV Capital Management
Maryland
$79.1K +$179 +2 +0.2%
IIM
1022
Intact Investment Management
Quebec, Canada
$78.6K +$80.5K +900 New
EPIMS
1023
Evelyn Partners Investment Management Services
$76.7K +$1.43K +16 +2%
TFA
1024
Toth Financial Advisory
Virginia
$72.9K
JEST
1025
JTC Employer Solutions Trustee
Jersey
$72K