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Otis Worldwide

1,295 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 387 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: 86.47%100.43% (+14%)

4% more funds holding

Funds holding: 1,2461,295 (+49)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,295
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
PP
1026
Pacifica Partners
Canada
$65.5K
CAM
1027
Costello Asset Management
Pennsylvania
$63.6K
FHC
1028
First Horizon Corporation
Tennessee
$63.5K
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$63.2K
BAM
1030
Bellevue Asset Management
Washington
$62.5K
ZBNA
1031
Zions Bancorporation, National Association
Utah
$62.2K
SWM
1032
Spire Wealth Management
Virginia
$61.6K
OC
1033
Oakmont Corp
California
$61.6K
SFCL
1034
Strengthening Families & Communities LLC
Massachusetts
$61.3K
ITIM
1035
Indiana Trust & Investment Management
Indiana
$59K
CA
1036
CoreCap Advisors
Michigan
$59K
APW
1037
Acima Private Wealth
Virginia
$56.8K
HRC
1038
Hoertkorn Richard Charles
$55.9K
CFFP
1039
Center for Financial Planning
Michigan
$55.5K
CSB
1040
City State Bank
Iowa
$54.5K
DFA
1041
DHJJ Financial Advisors
Illinois
$54.2K
TFIPS
1042
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.2K
WETS
1043
Wealth Enhancement Trust Services
South Dakota
$54.2K
BW
1044
Basepoint Wealth
Iowa
$52.6K
EPAM
1045
Evelyn Partners Asset Management
$52.3K
WA
1046
WPG Advisers
Maryland
$52K
SSG
1047
Summit Securities Group
New York
$50.5K
KFI
1048
Key Financial Inc
Pennsylvania
$50.5K
SS
1049
SBI Securities
Japan
$49.6K
MA
1050
MCF Advisors
Kentucky
$49.2K