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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
SC
1026
Sawyer & Company
Massachusetts
$65.5K
CAM
1027
Chesapeake Asset Management
New York
$65.5K
PP
1028
Pacifica Partners
Canada
$65.5K
CAM
1029
Costello Asset Management
Pennsylvania
$63.6K
FHC
1030
First Horizon Corporation
Tennessee
$63.5K
MSFP
1031
Mark Sheptoff Financial Planning
Connecticut
$63.2K
BAM
1032
Bellevue Asset Management
Washington
$62.5K
ZBNA
1033
Zions Bancorporation, National Association
Utah
$62.2K
SWM
1034
Spire Wealth Management
Virginia
$61.6K
OC
1035
Oakmont Corp
California
$61.6K
SFCL
1036
Strengthening Families & Communities LLC
Massachusetts
$61.3K
ITIM
1037
Indiana Trust & Investment Management
Indiana
$59K
CA
1038
CoreCap Advisors
Michigan
$59K
APW
1039
Acima Private Wealth
Virginia
$56.8K
HRC
1040
Hoertkorn Richard Charles
$55.9K
CFFP
1041
Center for Financial Planning
Michigan
$55.5K
CSB
1042
City State Bank
Iowa
$54.5K
DFA
1043
DHJJ Financial Advisors
Illinois
$54.2K
TFIPS
1044
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.2K
WETS
1045
Wealth Enhancement Trust Services
South Dakota
$54.2K
BW
1046
Basepoint Wealth
Iowa
$52.6K
EPAM
1047
Evelyn Partners Asset Management
$52.3K
WA
1048
WPG Advisers
Maryland
$52K
SSG
1049
Summit Securities Group
New York
$50.5K
KFI
1050
Key Financial Inc
Pennsylvania
$50.5K