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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
1NWS
1201
1 North Wealth Services
Maryland
$5.24K
MEG
1202
Millstone Evans Group
Colorado
$5.15K
TVWM
1203
Tower View Wealth Management
Wisconsin
$5.13K
PWA
1204
Provenance Wealth Advisors
Florida
$5.07K
TFA
1205
Transamerica Financial Advisors
Florida
$5.04K
OAJ
1206
Ogorek Anthony Joseph
New York
$5K
AAG
1207
Accordant Advisory Group
Maryland
$4.89K
CTB
1208
Country Trust Bank
Illinois
$4.8K
CFP
1209
Comprehensive Financial Planning
Pennsylvania
$4.8K
S
1210
Sachetta
Massachusetts
$4.54K
AW
1211
Ankerstar Wealth
Texas
$4.37K
MAFA
1212
MJT & Associates Financial Advisory
Minnesota
$4.28K
BGAI
1213
Bruce G. Allen Investments
Colorado
$4.28K
FGAM
1214
Financial Gravity Asset Management
Texas
$4.19K
AP
1215
Aspect Partners
Virginia
$4.11K
PWMG
1216
Private Wealth Management Group
New Jersey
$4.02K
HI
1217
Hoey Investments
Pennsylvania
$4.02K
AW
1218
Avion Wealth
Texas
$4K
TM
1219
Torren Management
California
$3.97K
STB
1220
S&T Bank
Pennsylvania
$3.93K
ME
1221
McIlrath & Eck
Washington
$3.93K
KG
1222
Kilter Group
New York
$3.84K
LWM
1223
Lodestone Wealth Management
Washington
$3.76K
YDMI
1224
Y.D. More Investments
Israel
$3.73K
PFSC
1225
Peoples Financial Services Corp
Pennsylvania
$3.49K