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Otis Worldwide

1,295 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 387 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: 86.47%100.43% (+14%)

4% more funds holding

Funds holding: 1,2461,295 (+49)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,295
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
CIA
1201
Cape Investment Advisory
Georgia
$5.24K
MCM
1202
MidAtlantic Capital Management
Virginia
$5.24K
1NWS
1203
1 North Wealth Services
Maryland
$5.24K
MEG
1204
Millstone Evans Group
Colorado
$5.15K
TVWM
1205
Tower View Wealth Management
Wisconsin
$5.13K
PWA
1206
Provenance Wealth Advisors
Florida
$5.07K
TFA
1207
Transamerica Financial Advisors
Florida
$5.04K
OAJ
1208
Ogorek Anthony Joseph
New York
$5K
AAG
1209
Accordant Advisory Group
Maryland
$4.89K
CTB
1210
Country Trust Bank
Illinois
$4.8K
CFP
1211
Comprehensive Financial Planning
Pennsylvania
$4.8K
S
1212
Sachetta
Massachusetts
$4.54K
NSG
1213
Nalls Sherbakoff Group
Tennessee
$4.37K
PUI
1214
Purpose Unlimited Inc
$4.37K
AW
1215
Ankerstar Wealth
Texas
$4.37K
MAFA
1216
MJT & Associates Financial Advisory
Minnesota
$4.28K
BGAI
1217
Bruce G. Allen Investments
Colorado
$4.28K
FGAM
1218
Financial Gravity Asset Management
Texas
$4.19K
AP
1219
Aspect Partners
Virginia
$4.11K
PWMG
1220
Private Wealth Management Group
New Jersey
$4.02K
HI
1221
Hoey Investments
Pennsylvania
$4.02K
AW
1222
Avion Wealth
Texas
$4K
TM
1223
Torren Management
California
$3.97K
STB
1224
S&T Bank
Pennsylvania
$3.93K
ME
1225
McIlrath & Eck
Washington
$3.93K