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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
WIM
1101
Westside Investment Management
California
$30.3K +$626 +7 +2%
PB
1102
Pinnacle Bancorp
Nebraska
$30.2K +$2.42K +27 +8%
NS
1103
NBC Securities
Alabama
$30.1K -$13.6K -152 -31%
OC
1104
Oakworth Capital
Alabama
$30K
ACA
1105
American Capital Advisory
Idaho
$29.9K -$358 -4 -1%
RA
1106
Ransom Advisory
Rhode Island
$29.4K
VNA
1107
Valley National Advisers
Pennsylvania
$29K +$805 +9 +3%
RFP
1108
Root Financial Partners
California
$28.7K +$3.85K +43 +15%
Loomis, Sayles & Company
1109
Loomis, Sayles & Company
Massachusetts
$28.2K -$1.16K -13 -4%
PWMG
1110
Prestige Wealth Management Group
New Jersey
$28.1K
IFS
1111
Intelligent Financial Strategies
Minnesota
$27.6K
GAFA
1112
Garton & Associates Financial Advisors
Kentucky
$27.2K +$27.8K +311 New
AWM
1113
Abound Wealth Management
Tennessee
$26.9K -$3.04K -34 -10%
UCB
1114
United Community Bank
South Carolina
$26.6K -$716 -8 -3%
OSNBOA
1115
Old Second National Bank of Aurora
Illinois
$26.2K
CP
1116
Camelot Portfolios
Ohio
$26.2K +$26.8K +300 New
IRAG
1117
Investment Research & Advisory Group
Georgia
$25.9K -$88.7K -991 -77%
MTIC
1118
Missouri Trust & Investment Company
Missouri
$25.8K
FFO
1119
Fortitude Family Office
Arizona
$25.6K -$6.8K -76 -21%
GSWM
1120
Golden State Wealth Management
California
$25.3K
PWPS
1121
Pinnacle Wealth Planning Services
Ohio
$25.2K +$25.8K +288 New
FUBT
1122
First United Bank & Trust
Maryland
$24K
GKIM
1123
GW&K Investment Management
Massachusetts
$24K +$1.7K +19 +7%
AWM
1124
Activest Wealth Management
Florida
$22.8K +$20.4K +228 +691%
CSPIA
1125
Cary Street Partners Investment Advisory
Virginia
$22.7K -$268 -3 -1%