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Otis Worldwide

1,290 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 80 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: 86.46%100.43% (+14%)

4% more funds holding

Funds holding: 1,2441,290 (+46)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,290
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
AWM
1101
Abound Wealth Management
Tennessee
$26.9K
UCB
1102
United Community Bank
South Carolina
$26.6K
OSNBOA
1103
Old Second National Bank of Aurora
Illinois
$26.2K
CP
1104
Camelot Portfolios
Ohio
$26.2K
IRAG
1105
Investment Research & Advisory Group
Georgia
$25.9K
MTIC
1106
Missouri Trust & Investment Company
Missouri
$25.8K
FFO
1107
Fortitude Family Office
Arizona
$25.6K
GSWM
1108
Golden State Wealth Management
California
$25.3K
PWPS
1109
Pinnacle Wealth Planning Services
Ohio
$25.2K
FUBT
1110
First United Bank & Trust
Maryland
$24K
GKIM
1111
GW&K Investment Management
Massachusetts
$24K
AWM
1112
Activest Wealth Management
Florida
$22.8K
CSPIA
1113
Cary Street Partners Investment Advisory
Virginia
$22.7K
KFA
1114
Kelleher Financial Advisors
New York
$22.1K
MWPCG
1115
Measured Wealth Private Client Group
New Hampshire
$21.9K
MWM
1116
Mascoma Wealth Management
New Hampshire
$21.8K
CWP
1117
Concord Wealth Partners
Virginia
$21.8K
CTC
1118
Cetera Trust Company
Minnesota
$21.8K
CWM
1119
Consultiva Wealth Management
Puerto Rico
$21.4K
AWA
1120
Acumen Wealth Advisors
Tennessee
$21K
PMFA
1121
Plante Moran Financial Advisors
Michigan
$20.7K
GXJ
1122
Global X Japan
Japan
$20.6K
CPBTD
1123
Central Pacific Bank - Trust Division
Hawaii
$20.5K
CBT
1124
Crews Bank & Trust
Florida
$20.5K
FAMI
1125
Fideuram Asset Management (Ireland)
$20.2K