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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
SPF
1076
South Plains Financial
Texas
$39.2K +$40.2K +449 New
FCT
1077
First Community Trust
Iowa
$38.1K
VR
1078
Vision Retirement
New Jersey
$37.4K +$38.3K +428 New
OP
1079
ORG Partners
Indiana
$37.2K +$25.5K +285 +202%
FNWA
1080
Financial Network Wealth Advisors
Utah
$36.2K
Group One Trading
1081
Group One Trading
Illinois
$35.7K +$36.6K +409 New
MIM
1082
MTM Investment Management
South Carolina
$35.6K
BCM
1083
Boreal Capital Management
Florida
$34.9K
WSCM
1084
Wellington Shields Capital Management
New York
$34.9K
BOTPPF
1085
Board of the Pension Protection Fund
United Kingdom
$34.9K +$35.8K +400 New
KFAS
1086
Keating Financial Advisory Services
Kansas
$34.9K +$35.7K +399 New
TFM
1087
TFC Financial Management
Massachusetts
$34.7K
MSWM
1088
Mowery & Schoenfeld Wealth Management
Illinois
$34.6K
SAG
1089
SageView Advisory Group
California
$34.5K +$35.3K +395 New
MB
1090
MidFirst Bank
Oklahoma
$34.5K +$35.3K +395 New
SIC
1091
SJS Investment Consulting
Ohio
$33.7K +$4.83K +54 +16%
RAM
1092
Reflection Asset Management
South Carolina
$33.5K +$34.4K +384 New
KBFS
1093
Kohmann Bosshard Financial Services
Ohio
$33.4K +$34.2K +382 New
M
1094
MOTCO
Texas
$33K
CB
1095
Community Bank
New York
$32.8K -$2.24K -25 -6%
OCM
1096
Orion Capital Management
California
$32.8K
EWP
1097
Elevation Wealth Partners
California
$32.4K +$33.2K +371 New
FWA
1098
Flagship Wealth Advisors
Massachusetts
$32.1K
MFP
1099
Meramec Financial Planners
Missouri
$31K +$30.9K +345 New
PAG
1100
Paladin Advisory Group
Iowa
$30.8K