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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
BCPWM
1126
Bradley & Co Private Wealth Management
Florida
$20.1K
DIP
1127
DT Investment Partners
Pennsylvania
$19.8K
NFSG
1128
Newbridge Financial Services Group
Florida
$19.4K
PWA
1129
Physician Wealth Advisors
Utah
$19.3K
CG
1130
Curat Global
New Hampshire
$19K
CFG
1131
Clayton Financial Group
Missouri
$18.9K
B
1132
Birchbrook
Maine
$18.5K
SS
1133
Sunbelt Securities
Texas
$17.7K
TCM
1134
TD Capital Management
Tennessee
$17.7K
BC
1135
Barrett & Company
Rhode Island
$17.5K
OW
1136
Olistico Wealth
Oklahoma
$17.5K
RTL
1137
Red Tortoise LLC
Georgia
$17.3K
NRG
1138
Nemes Rush Group
Michigan
$17.2K
HC
1139
Hara Capital
Washington
$17K
WBC
1140
West Branch Capital
Massachusetts
$16.8K
SL
1141
Salomon & Ludwin
Virginia
$16.8K
EF
1142
Entrust Financial
Pennsylvania
$16.3K
MAM
1143
Meeder Asset Management
Ohio
$16.1K
FP
1144
Financial Perspectives
Minnesota
$15.7K
CCM
1145
Chilton Capital Management
Texas
$15.6K
TSMHT
1146
Thurston Springer Miller Herd & Titak
Indiana
$15.5K
SIS
1147
Sound Income Strategies
Florida
$15.5K
HWP
1148
Highline Wealth Partners
California
$15.4K
GEA
1149
Glen Eagle Advisors
New Jersey
$15.2K
CMA
1150
Cedar Mountain Advisors
Oregon
$15.1K