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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
PWMG
1101
Prestige Wealth Management Group
New Jersey
$28.1K
IFS
1102
Intelligent Financial Strategies
Minnesota
$27.6K
GAFA
1103
Garton & Associates Financial Advisors
Kentucky
$27.2K
AWM
1104
Abound Wealth Management
Tennessee
$26.9K
UCB
1105
United Community Bank
South Carolina
$26.6K
OSNBOA
1106
Old Second National Bank of Aurora
Illinois
$26.2K
CP
1107
Camelot Portfolios
Ohio
$26.2K
IRAG
1108
Investment Research & Advisory Group
Georgia
$25.9K
MTIC
1109
Missouri Trust & Investment Company
Missouri
$25.8K
FFO
1110
Fortitude Family Office
Arizona
$25.6K
GSWM
1111
Golden State Wealth Management
California
$25.3K
PWPS
1112
Pinnacle Wealth Planning Services
Ohio
$25.2K
FUBT
1113
First United Bank & Trust
Maryland
$24K
GKIM
1114
GW&K Investment Management
Massachusetts
$24K
AWM
1115
Activest Wealth Management
Florida
$22.8K
CSPIA
1116
Cary Street Partners Investment Advisory
Virginia
$22.7K
KFA
1117
Kelleher Financial Advisors
New York
$22.1K
MWPCG
1118
Measured Wealth Private Client Group
New Hampshire
$21.9K
MWM
1119
Mascoma Wealth Management
New Hampshire
$21.8K
CWP
1120
Concord Wealth Partners
Virginia
$21.8K
CTC
1121
Cetera Trust Company
Minnesota
$21.8K
CWM
1122
Consultiva Wealth Management
Puerto Rico
$21.4K
AWA
1123
Acumen Wealth Advisors
Tennessee
$21K
PMFA
1124
Plante Moran Financial Advisors
Michigan
$20.7K
GXJ
1125
Global X Japan
Japan
$20.6K