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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
KFAS
1076
Keating Financial Advisory Services
Kansas
$34.9K
TFM
1077
TFC Financial Management
Massachusetts
$34.7K
MSWM
1078
Mowery & Schoenfeld Wealth Management
Illinois
$34.6K
SAG
1079
SageView Advisory Group
California
$34.5K
MB
1080
MidFirst Bank
Oklahoma
$34.5K
SIC
1081
SJS Investment Consulting
Ohio
$33.7K
RAM
1082
Reflection Asset Management
South Carolina
$33.5K
KBFS
1083
Kohmann Bosshard Financial Services
Ohio
$33.4K
M
1084
MOTCO
Texas
$33K
CB
1085
Community Bank
New York
$32.8K
OCM
1086
Orion Capital Management
California
$32.8K
EWP
1087
Elevation Wealth Partners
California
$32.4K
FWA
1088
Flagship Wealth Advisors
Massachusetts
$32.1K
MFP
1089
Meramec Financial Planners
Missouri
$31K
PAG
1090
Paladin Advisory Group
Iowa
$30.8K
WIM
1091
Westside Investment Management
California
$30.3K
PB
1092
Pinnacle Bancorp
Nebraska
$30.2K
NS
1093
NBC Securities
Alabama
$30.1K
OC
1094
Oakworth Capital
Alabama
$30K
ACA
1095
American Capital Advisory
Idaho
$29.9K
RA
1096
Ransom Advisory
Rhode Island
$29.4K
VNA
1097
Valley National Advisers
Pennsylvania
$29K
RFP
1098
Root Financial Partners
California
$28.7K
Loomis, Sayles & Company
1099
Loomis, Sayles & Company
Massachusetts
$28.2K
PWMG
1100
Prestige Wealth Management Group
New Jersey
$28.1K