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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
AAG
1176
Armstrong Advisory Group
Massachusetts
$12.1K
TPBG
1177
Turning Point Benefit Group
Maryland
$11.8K -$268 -3 -2%
CYG
1178
Clean Yield Group
Vermont
$11.7K -$2.42K -27 -17%
KAS
1179
Kemnay Advisory Services
New York
$10.7K +$11K +123 New
SN
1180
Sittner & Nelson
Oregon
$10.6K
GAMC
1181
Garner Asset Management Corp
Texas
$10.4K +$10.6K +119 New
DCM
1182
Dorato Capital Management
Colorado
$9.89K +$9.84K +110 New
CFS
1183
CGC Financial Services
Oregon
$9.61K
MHR
1184
Matthew Hamilton Rosenberg
$9.35K
SR
1185
Swiss Re
Switzerland
$9.08K +$9.3K +104 New
CFG
1186
CKW Financial Group
Hawaii
$9K
LC
1187
Lavaca Capital
Texas
$8.73K -$6.17K -69 -41%
GWSA
1188
Global Wealth Strategies & Associates
Colorado
$8.73K
KTC
1189
Kentucky Trust Company
Kentucky
$8.73K
VWA
1190
VSM Wealth Advisory
Maryland
$8.73K
YP
1191
YANKCOM Partnership
South Dakota
$8.73K
CIAS
1192
CBIZ Investment Advisory Services
Ohio
$8.73K +$8.95K +100 New
SWM
1193
SHP Wealth Management
Massachusetts
$8.71K +$8.95K +100 New
DSC
1194
Duncker Streett & Co
Missouri
$8.47K
FC
1195
Family CFO
California
$8.12K +$8.32K +93 New
CT
1196
Coastline Trust
Rhode Island
$7.86K
Kayne Anderson Rudnick Investment Management
1197
Kayne Anderson Rudnick Investment Management
California
$7.51K
PPC
1198
Park Place Capital
Alabama
$7.51K
SEP
1199
Signature Equity Partners
Ohio
$7.42K +$7.6K +85 New
HHMI
1200
Howard Hughes Medical Institute
Maryland
$7.34K -$89 -1 -1%