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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
FHC
1026
First Horizon Corporation
Tennessee
$63.5K
MSFP
1027
Mark Sheptoff Financial Planning
Connecticut
$63.2K
BAM
1028
Bellevue Asset Management
Washington
$62.5K
ZBNA
1029
Zions Bancorporation, National Association
Utah
$62.2K
SWM
1030
Spire Wealth Management
Virginia
$61.6K
OC
1031
Oakmont Corp
California
$61.6K
SFCL
1032
Strengthening Families & Communities LLC
Massachusetts
$61.3K
ITIM
1033
Indiana Trust & Investment Management
Indiana
$59K
CA
1034
CoreCap Advisors
Michigan
$59K
APW
1035
Acima Private Wealth
Virginia
$56.8K
HRC
1036
Hoertkorn Richard Charles
$55.9K
CFFP
1037
Center for Financial Planning
Michigan
$55.5K
CSB
1038
City State Bank
Iowa
$54.5K
DFA
1039
DHJJ Financial Advisors
Illinois
$54.2K
TFIPS
1040
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.2K
WETS
1041
Wealth Enhancement Trust Services
South Dakota
$54.2K
BW
1042
Basepoint Wealth
Iowa
$52.6K
EPAM
1043
Evelyn Partners Asset Management
$52.3K
WA
1044
WPG Advisers
Maryland
$52K
SSG
1045
Summit Securities Group
New York
$50.5K
KFI
1046
Key Financial Inc
Pennsylvania
$50.5K
SS
1047
SBI Securities
Japan
$49.6K
MA
1048
MCF Advisors
Kentucky
$49.2K
TWD
1049
True Wealth Design
Ohio
$48.3K
DE
1050
DV Equities
Illinois
$47.5K