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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
IWM
1226
Inlight Wealth Management
Georgia
$3.49K
DF
1227
Dunhill Financial
United Kingdom
$3.35K
FGA
1228
Fortis Group Advisors
New Jersey
$3.32K
AF
1229
Abound Financial
California
$3.23K
WCM
1230
Westend Capital Management
California
$2.88K
HAP
1231
Harbor Asset Planning
Massachusetts
$2.81K
GK
1232
Graney & King
New York
$2.73K
BHWM
1233
Bay Harbor Wealth Management
Maryland
$2.62K
BTD
1234
BankPlus Trust Department
Mississippi
$2.53K
FFL
1235
Financial Freedom LLC
Ohio
$2.47K
GWSG
1236
GPS Wealth Strategies Group
Colorado
$2.46K
DPW
1237
DiNuzzo Private Wealth
Pennsylvania
$2.45K
PS
1238
Pinney & Scofield
Massachusetts
$2.39K
PP
1239
PFS Partners
New Jersey
$2.35K
PCFFS
1240
Pacific Center for Financial Services
California
$2.29K
MMCM
1241
Murphy & Mullick Capital Management
New York
$2.27K
EFMH
1242
E Fund Management (HK)
Hong Kong
$2.24K
SAS
1243
Spurstone Advisory Services
Connecticut
$2.18K
CCMI
1244
Creative Capital Management Investments
California
$2.1K
NWM
1245
Navigoe Wealth Management
California
$2K
SNB
1246
Security National Bank
Nebraska
$1.83K
TC
1247
Truvestments Capital
Florida
$1.83K
SRCM
1248
Signature Resources Capital Management
California
$1.83K
GFA
1249
Godfrey Financial Associates
New York
$1.83K
HCM
1250
Hollencrest Capital Management
California
$1.75K