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Otis Worldwide

1,298 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 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: 1,2481,298 (+50)

19% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 482

Holders
1,298
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
SR
1176
Swiss Re
Switzerland
$9.08K
CFG
1177
CKW Financial Group
Hawaii
$9K
LC
1178
Lavaca Capital
Texas
$8.73K
KTC
1179
Kentucky Trust Company
Kentucky
$8.73K
VWA
1180
VSM Wealth Advisory
Maryland
$8.73K
YP
1181
YANKCOM Partnership
South Dakota
$8.73K
GWSA
1182
Global Wealth Strategies & Associates
Colorado
$8.73K
CIAS
1183
CBIZ Investment Advisory Services
Ohio
$8.73K
SWM
1184
SHP Wealth Management
Massachusetts
$8.71K
DSC
1185
Duncker Streett & Co
Missouri
$8.47K
FC
1186
Family CFO
California
$8.12K
CT
1187
Coastline Trust
Rhode Island
$7.86K
Kayne Anderson Rudnick Investment Management
1188
Kayne Anderson Rudnick Investment Management
California
$7.51K
PPC
1189
Park Place Capital
Alabama
$7.51K
SEP
1190
Signature Equity Partners
Ohio
$7.42K
HHMI
1191
Howard Hughes Medical Institute
Maryland
$7.34K
HNW
1192
High Note Wealth
Minnesota
$6.99K
BFPW
1193
BOK Financial Private Wealth
Colorado
$6.99K
FRA
1194
Front Row Advisors
California
$6.99K
RF
1195
Rossby Financial
Florida
$6.9K
WAG
1196
Wilkerson Advisory Group
Missouri
$6.81K
LFASL
1197
Lugano Financial Advisors SA (LFA)
Switzerland
$6.55K
FDW
1198
Fourth Dimension Wealth
Ohio
$6.29K
CFM
1199
Cornerstone Financial Management
Massachusetts
$6.2K
LFA
1200
LGT Financial Advisors
Texas
$6.17K