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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
AW
1226
Ankerstar Wealth
Texas
$4.37K +$4.47K +50 New
PUI
1227
Purpose Unlimited Inc
$4.37K +$4.47K +50 New
MAFA
1228
MJT & Associates Financial Advisory
Minnesota
$4.28K
BGAI
1229
Bruce G. Allen Investments
Colorado
$4.28K -$984 -11 -18%
FGAM
1230
Financial Gravity Asset Management
Texas
$4.19K
AP
1231
Aspect Partners
Virginia
$4.11K +$716 +8 +21%
PWMG
1232
Private Wealth Management Group
New Jersey
$4.02K -$5.37K -60 -57%
HI
1233
Hoey Investments
Pennsylvania
$4.02K
AW
1234
Avion Wealth
Texas
$4K -$1.61K -18 -26%
TM
1235
Torren Management
California
$3.97K +$4.03K +45 New
STB
1236
S&T Bank
Pennsylvania
$3.93K -$537 -6 -12%
ME
1237
McIlrath & Eck
Washington
$3.93K
KG
1238
Kilter Group
New York
$3.84K +$2.59K +29 +193%
LWM
1239
Lodestone Wealth Management
Washington
$3.76K +$3.85K +43 New
YDMI
1240
Y.D. More Investments
Israel
$3.73K +$1.22M +13,626 New
IWM
1241
Inlight Wealth Management
Georgia
$3.49K
PFSC
1242
Peoples Financial Services Corp
Pennsylvania
$3.49K
DF
1243
Dunhill Financial
United Kingdom
$3.35K +$268 +3 +9%
FGA
1244
Fortis Group Advisors
New Jersey
$3.32K
AF
1245
Abound Financial
California
$3.23K +$3.31K +37 New
WCM
1246
Westend Capital Management
California
$2.88K
HAP
1247
Harbor Asset Planning
Massachusetts
$2.81K
GK
1248
Graney & King
New York
$2.73K -$2.86K -32 -51%
BHWM
1249
Bay Harbor Wealth Management
Maryland
$2.62K +$805 +9 +43%
BTD
1250
BankPlus Trust Department
Mississippi
$2.53K