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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
EWM
1026
Evermay Wealth Management
Virginia
$71.8K
PSB
1027
Piscataqua Savings Bank
New Hampshire
$71.8K
BLC
1028
Brown, Lisle/Cummings
Rhode Island
$71.6K +$3.94K +44 +6%
IBOK
1029
Independence Bank of Kentucky
Kentucky
$70.8K
CT
1030
Clearstead Trust
Maine
$70.3K
APW
1031
Aventura Private Wealth
Florida
$67.2K -$37.4K -418 -35%
ETS
1032
ESL Trust Services
New York
$65.5K
SC
1033
Sawyer & Company
Massachusetts
$65.5K
CAM
1034
Chesapeake Asset Management
New York
$65.5K +$268 +3 +0.4%
PP
1035
Pacifica Partners
Canada
$65.5K
CAM
1036
Costello Asset Management
Pennsylvania
$63.6K +$89 +1 +0.1%
FHC
1037
First Horizon Corporation
Tennessee
$63.5K -$17.5K -196 -21%
MSFP
1038
Mark Sheptoff Financial Planning
Connecticut
$63.2K
BAM
1039
Bellevue Asset Management
Washington
$62.5K
ZBNA
1040
Zions Bancorporation, National Association
Utah
$62.2K +$26.3K +294 +70%
SWM
1041
Spire Wealth Management
Virginia
$61.6K +$626 +7 +1%
OC
1042
Oakmont Corp
California
$61.6K
SFCL
1043
Strengthening Families & Communities LLC
Massachusetts
$61.3K +$89 +1 +0.1%
ITIM
1044
Indiana Trust & Investment Management
Indiana
$59K
CA
1045
CoreCap Advisors
Michigan
$59K -$179 -2 -0.3%
APW
1046
Acima Private Wealth
Virginia
$56.8K
HRC
1047
Hoertkorn Richard Charles
$55.9K
CFFP
1048
Center for Financial Planning
Michigan
$55.5K
CSB
1049
City State Bank
Iowa
$54.5K -$8.95K -100 -14%
DFA
1050
DHJJ Financial Advisors
Illinois
$54.2K