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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
TFIPS
1051
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.2K +$17.5K +196 +46%
WETS
1052
Wealth Enhancement Trust Services
South Dakota
$54.2K +$55.5K +620 New
BW
1053
Basepoint Wealth
Iowa
$52.6K +$53.8K +601 New
EPAM
1054
Evelyn Partners Asset Management
$52.3K
WA
1055
WPG Advisers
Maryland
$52K +$12.2K +136 +30%
SSG
1056
Summit Securities Group
New York
$50.5K -$8.77K -98 -14%
KFI
1057
Key Financial Inc
Pennsylvania
$50.5K
SS
1058
SBI Securities
Japan
$49.6K -$8.59K -96 -14%
MA
1059
MCF Advisors
Kentucky
$49.2K +$44.6K +498 +766%
TWD
1060
True Wealth Design
Ohio
$48.3K -$26.6K -297 -35%
DE
1061
DV Equities
Illinois
$47.5K +$48.7K +544 New
HNB
1062
Hilltop National Bank
Wyoming
$45.2K
MMG
1063
Monetary Management Group
Missouri
$44.5K
QWM
1064
Quaker Wealth Management
New Jersey
$43.8K +$358 +4 +0.8%
CCMW
1065
Cypress Capital Management (Wyoming)
Wyoming
$43.7K
DT
1066
DV Trading
Illinois
$43.7K +$44.7K +500 New
JWA
1067
JFS Wealth Advisors
Pennsylvania
$43.6K +$8.95K +100 +25%
FCAS
1068
First Command Advisory Services
Texas
$42.4K +$3.31K +37 +8%
EW
1069
Elyxium Wealth
California
$42K +$43K +481 New
CFD
1070
Creative Financial Designs
Indiana
$41.6K +$89 +1 +0.2%
GCM
1071
Gables Capital Management
Florida
$41.5K
CBT
1072
CoreFirst Bank & Trust
Kansas
$41.3K -$13.4K -150 -24%
CAL
1073
Capital Advisors Ltd
Ohio
$41K
JGIA
1074
Jackson Grant Investment Advisers
Connecticut
$40.5K -$3.76K -42 -8%
JFA
1075
JNBA Financial Advisors
Minnesota
$39.7K