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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
KFA
1126
Kelleher Financial Advisors
New York
$22.1K
MWPCG
1127
Measured Wealth Private Client Group
New Hampshire
$21.9K
MWM
1128
Mascoma Wealth Management
New Hampshire
$21.8K -$4.47K -50 -17%
CTC
1129
Cetera Trust Company
Minnesota
$21.8K
CWP
1130
Concord Wealth Partners
Virginia
$21.8K
CWM
1131
Consultiva Wealth Management
Puerto Rico
$21.4K
AWA
1132
Acumen Wealth Advisors
Tennessee
$21K +$21.5K +240 New
PMFA
1133
Plante Moran Financial Advisors
Michigan
$20.7K -$6.8K -76 -24%
GXJ
1134
Global X Japan
Japan
$20.6K +$13.3K +149 +171%
CPBTD
1135
Central Pacific Bank - Trust Division
Hawaii
$20.5K
CBT
1136
Crews Bank & Trust
Florida
$20.5K
FAMI
1137
Fideuram Asset Management (Ireland)
$20.2K +$19.9K +222 New
BW
1138
Bravera Wealth
North Dakota
$20.1K +$20.6K +230 New
BCPWM
1139
Bradley & Co Private Wealth Management
Florida
$20.1K
DIP
1140
DT Investment Partners
Pennsylvania
$19.8K
NFSG
1141
Newbridge Financial Services Group
Florida
$19.4K -$7.87K -88 -28%
PWA
1142
Physician Wealth Advisors
Utah
$19.3K -$10.6K -118 -35%
CG
1143
Curat Global
New Hampshire
$19K
CFG
1144
Clayton Financial Group
Missouri
$18.9K
B
1145
Birchbrook
Maine
$18.5K
SS
1146
Sunbelt Securities
Texas
$17.7K -$1.79K -20 -9%
TCM
1147
TD Capital Management
Tennessee
$17.7K +$89 +1 +0.5%
BC
1148
Barrett & Company
Rhode Island
$17.5K
OW
1149
Olistico Wealth
Oklahoma
$17.5K +$17.9K +200 New
RTL
1150
Red Tortoise LLC
Georgia
$17.3K