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Otis Worldwide

1,296 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 388 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: 1,2471,296 (+49)

20% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 482

Holders
1,296
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
BSB
1001
Bangor Savings Bank
Maine
$96.2K
RAM
1002
Ramirez Asset Management
New York
$96.1K
HI
1003
Harbour Investments
Wisconsin
$93.1K
AEPWM
1004
Atlantic Edge Private Wealth Management
Florida
$90.9K
FFC
1005
First Financial Corp
Indiana
$90.6K
VCM
1006
Versant Capital Management
Arizona
$90.1K
GWP
1007
Gen-Wealth Partners
Michigan
$89.5K
CTWM
1008
Cherry Tree Wealth Management
Minnesota
$88.3K
HDIM
1009
Hanson & Doremus Investment Management
Vermont
$87K
CAL
1010
Capital Analysts LLC
Pennsylvania
$87K
ECM
1011
Estabrook Capital Management
New York
$85.8K
GBT
1012
Grove Bank & Trust
Florida
$83.7K
MCM
1013
MV Capital Management
Maryland
$79.1K
IIM
1014
Intact Investment Management
Quebec, Canada
$78.6K
EPIMS
1015
Evelyn Partners Investment Management Services
$76.7K
TFA
1016
Toth Financial Advisory
Virginia
$72.9K
JEST
1017
JTC Employer Solutions Trustee
Jersey
$72K
EWM
1018
Evermay Wealth Management
Virginia
$71.8K
PSB
1019
Piscataqua Savings Bank
New Hampshire
$71.8K
BLC
1020
Brown, Lisle/Cummings
Rhode Island
$71.6K
IBOK
1021
Independence Bank of Kentucky
Kentucky
$70.8K
CT
1022
Clearstead Trust
Maine
$70.3K
APW
1023
Aventura Private Wealth
Florida
$67.2K
ETS
1024
ESL Trust Services
New York
$65.5K
SC
1025
Sawyer & Company
Massachusetts
$65.5K