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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
HNW
1201
High Note Wealth
Minnesota
$6.99K -$89 -1 -1%
BFPW
1202
BOK Financial Private Wealth
Colorado
$6.99K
FRA
1203
Front Row Advisors
California
$6.99K
RF
1204
Rossby Financial
Florida
$6.9K +$2.77K +31 +65%
WAG
1205
Wilkerson Advisory Group
Missouri
$6.81K +$6.98K +78 New
LFASL
1206
Lugano Financial Advisors SA (LFA)
Switzerland
$6.55K
FDW
1207
Fourth Dimension Wealth
Ohio
$6.29K
CFM
1208
Cornerstone Financial Management
Massachusetts
$6.2K +$6.35K +71 New
LFA
1209
LGT Financial Advisors
Texas
$6.17K +$89 +1 +1%
CPG
1210
Cornerstone Planning Group
New Jersey
$6.08K -$10.5K -117 -63%
LB
1211
Legacy Bridge
Iowa
$5.85K +$5.99K +67 New
HIW
1212
Holos Integrated Wealth
Pennsylvania
$5.3K
CIA
1213
Cape Investment Advisory
Georgia
$5.24K
1NWS
1214
1 North Wealth Services
Maryland
$5.24K +$5.37K +60 New
MCM
1215
MidAtlantic Capital Management
Virginia
$5.24K +$5.37K +60 New
MEG
1216
Millstone Evans Group
Colorado
$5.15K
TVWM
1217
Tower View Wealth Management
Wisconsin
$5.13K +$5.28K +59 New
PWA
1218
Provenance Wealth Advisors
Florida
$5.07K
TFA
1219
Transamerica Financial Advisors
Florida
$5.04K -$4.03K -45 -44%
OAJ
1220
Ogorek Anthony Joseph
New York
$5K +$2.68K +30 +86%
AAG
1221
Accordant Advisory Group
Maryland
$4.89K -$11.2K -125 -69%
CFP
1222
Comprehensive Financial Planning
Pennsylvania
$4.8K
CTB
1223
Country Trust Bank
Illinois
$4.8K
S
1224
Sachetta
Massachusetts
$4.54K +$2.15K +24 +86%
NSG
1225
Nalls Sherbakoff Group
Tennessee
$4.37K