OTIS icon

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
DWM
1251
Dogwood Wealth Management
Kansas
$1.75K
API
1252
Asset Planning Inc
California
$1.75K
SFAM
1253
Sawyer Falduto Asset Management
Illinois
$1.75K
EWA
1254
EQ Wealth Advisors
Texas
$1.75K
RWA
1255
Redmont Wealth Advisors
Illinois
$1.66K
PWA
1256
Principia Wealth Advisory
Texas
$1.57K
VWA
1257
Valued Wealth Advisors
Utah
$1.49K
GWM
1258
Gilpin Wealth Management
Colorado
$1.4K
SFS
1259
Sunrise Financial Services
Washington
$1.31K
BWL
1260
Bogart Wealth LLC
Virginia
$1.22K
ACA
1261
Atlas Capital Advisors
Wyoming
$1.22K
WWA
1262
Wealth Watch Advisors
Colorado
$1.14K
RWS
1263
Retirement Wealth Solutions
Wisconsin
$1.05K
GPFA
1264
Game Plan Financial Advisors
Ohio
$1.05K
FC
1265
Fairscale Capital
New Hampshire
$1.05K
HIA
1266
HFM Investment Advisors
New Jersey
$787
CAC
1267
Core Alternative Capital
Georgia
$786
BFS
1268
Bare Financial Services
Pennsylvania
$699
OPTFSNA
1269
Old Point Trust & Financial Services N A
Virginia
$524
BGA
1270
Battery Global Advisors
Massachusetts
$509
Q1WB
1271
Quest 10 Wealth Builders
Virginia
$480
NL
1272
NVWM LLC
Pennsylvania
$437
NRWA
1273
North Ridge Wealth Advisors
Oregon
$437
LIA
1274
Luken Investment Analytics
Tennessee
$437
BHWM
1275
Beaird Harris Wealth Management
Texas
$404