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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
TWD
1051
True Wealth Design
Ohio
$48.3K
DE
1052
DV Equities
Illinois
$47.5K
HNB
1053
Hilltop National Bank
Wyoming
$45.2K
MMG
1054
Monetary Management Group
Missouri
$44.5K
QWM
1055
Quaker Wealth Management
New Jersey
$43.8K
CCMW
1056
Cypress Capital Management (Wyoming)
Wyoming
$43.7K
DT
1057
DV Trading
Illinois
$43.7K
JWA
1058
JFS Wealth Advisors
Pennsylvania
$43.6K
FCAS
1059
First Command Advisory Services
Texas
$42.4K
EW
1060
Elyxium Wealth
California
$42K
CFD
1061
Creative Financial Designs
Indiana
$41.6K
GCM
1062
Gables Capital Management
Florida
$41.5K
CBT
1063
CoreFirst Bank & Trust
Kansas
$41.3K
CAL
1064
Capital Advisors Ltd
Ohio
$41K
JGIA
1065
Jackson Grant Investment Advisers
Connecticut
$40.5K
JFA
1066
JNBA Financial Advisors
Minnesota
$39.7K
SPF
1067
South Plains Financial
Texas
$39.2K
FCT
1068
First Community Trust
Iowa
$38.1K
OP
1069
ORG Partners
Indiana
$37.2K
FNWA
1070
Financial Network Wealth Advisors
Utah
$36.2K
Group One Trading
1071
Group One Trading
Illinois
$35.7K
MIM
1072
MTM Investment Management
South Carolina
$35.6K
WSCM
1073
Wellington Shields Capital Management
New York
$34.9K
BCM
1074
Boreal Capital Management
Florida
$34.9K
BOTPPF
1075
Board of the Pension Protection Fund
United Kingdom
$34.9K