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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
KG
1226
Kilter Group
New York
$3.84K
LWM
1227
Lodestone Wealth Management
Washington
$3.76K
YDMI
1228
Y.D. More Investments
Israel
$3.73K
PFSC
1229
Peoples Financial Services Corp
Pennsylvania
$3.49K
IWM
1230
Inlight Wealth Management
Georgia
$3.49K
DF
1231
Dunhill Financial
United Kingdom
$3.35K
FGA
1232
Fortis Group Advisors
New Jersey
$3.32K
AF
1233
Abound Financial
California
$3.23K
WCM
1234
Westend Capital Management
California
$2.88K
HAP
1235
Harbor Asset Planning
Massachusetts
$2.81K
GK
1236
Graney & King
New York
$2.73K
BHWM
1237
Bay Harbor Wealth Management
Maryland
$2.62K
BTD
1238
BankPlus Trust Department
Mississippi
$2.53K
FFL
1239
Financial Freedom LLC
Ohio
$2.47K
GWSG
1240
GPS Wealth Strategies Group
Colorado
$2.46K
DPW
1241
DiNuzzo Private Wealth
Pennsylvania
$2.45K
PS
1242
Pinney & Scofield
Massachusetts
$2.39K
PP
1243
PFS Partners
New Jersey
$2.35K
PCFFS
1244
Pacific Center for Financial Services
California
$2.29K
MMCM
1245
Murphy & Mullick Capital Management
New York
$2.27K
EFMH
1246
E Fund Management (HK)
Hong Kong
$2.24K
SAS
1247
Spurstone Advisory Services
Connecticut
$2.18K
CCMI
1248
Creative Capital Management Investments
California
$2.1K
NWM
1249
Navigoe Wealth Management
California
$2K
SNB
1250
Security National Bank
Nebraska
$1.83K