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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
NRG
1151
Nemes Rush Group
Michigan
$17.2K -$8.95K -100 -34%
HC
1152
Hara Capital
Washington
$17K
WBC
1153
West Branch Capital
Massachusetts
$16.8K -$3.58K -40 -17%
SL
1154
Salomon & Ludwin
Virginia
$16.8K -$179 -2 -1%
EF
1155
Entrust Financial
Pennsylvania
$16.3K +$16.7K +187 New
MAM
1156
Meeder Asset Management
Ohio
$16.1K +$11.3K +126 +217%
FP
1157
Financial Perspectives
Minnesota
$15.7K
CCM
1158
Chilton Capital Management
Texas
$15.6K -$5.28K -59 -25%
TSMHT
1159
Thurston Springer Miller Herd & Titak
Indiana
$15.5K +$12K +134 +312%
SIS
1160
Sound Income Strategies
Florida
$15.5K +$2.59K +29 +20%
HWP
1161
Highline Wealth Partners
California
$15.4K -$537 -6 -3%
GEA
1162
Glen Eagle Advisors
New Jersey
$15.2K +$1.79K +20 +13%
CMA
1163
Cedar Mountain Advisors
Oregon
$15.1K
TF
1164
Tompkins Financial
New York
$14.6K
TLA
1165
Tanglewood Legacy Advisors
Texas
$14.6K
CWM
1166
Cranbrook Wealth Management
Michigan
$14.2K
MTI
1167
Merrithew & Thorsten Inc
California
$14K +$14.6K +163 New
OC
1168
Optima Capital
Oregon
$14K +$14.3K +160 New
RIAS
1169
Rachor Investment Advisory Services
Michigan
$14K +$14.3K +160 New
JFGIW
1170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K +$6.89K +77 +95%
AIC
1171
Archer Investment Corporation
Indiana
$13.5K -$9.66K -108 -41%
EDRH
1172
Edmond de Rothschild Holding
Switzerland
$13.1K
WA
1173
Walsh & Associates
Florida
$13.1K +$13.4K +150 New
CB
1174
CNB Bank
Pennsylvania
$12.3K
FFA
1175
Frazier Financial Advisors
Ohio
$12.2K +$89 +1 +0.7%