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