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