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Otis Worldwide

1,298 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 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: 86.48%100.45% (+14%)

4% more funds holding

Funds holding: 1,2481,298 (+50)

19% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 482

Holders
1,298
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
CCMI
1251
Creative Capital Management Investments
California
$2.1K
NWM
1252
Navigoe Wealth Management
California
$2K
TC
1253
Truvestments Capital
Florida
$1.83K
SNB
1254
Security National Bank
Nebraska
$1.83K
SRCM
1255
Signature Resources Capital Management
California
$1.83K
GFA
1256
Godfrey Financial Associates
New York
$1.83K
HCM
1257
Hollencrest Capital Management
California
$1.75K
DWM
1258
Dogwood Wealth Management
Kansas
$1.75K
API
1259
Asset Planning Inc
California
$1.75K
SFAM
1260
Sawyer Falduto Asset Management
Illinois
$1.75K
EWA
1261
EQ Wealth Advisors
Texas
$1.75K
RWA
1262
Redmont Wealth Advisors
Illinois
$1.66K
PWA
1263
Principia Wealth Advisory
Texas
$1.57K
VWA
1264
Valued Wealth Advisors
Utah
$1.49K
GWM
1265
Gilpin Wealth Management
Colorado
$1.4K
SFS
1266
Sunrise Financial Services
Washington
$1.31K
BWL
1267
Bogart Wealth LLC
Virginia
$1.22K
ACA
1268
Atlas Capital Advisors
Wyoming
$1.22K
WWA
1269
Wealth Watch Advisors
Colorado
$1.14K
RWS
1270
Retirement Wealth Solutions
Wisconsin
$1.05K
FC
1271
Fairscale Capital
New Hampshire
$1.05K
GPFA
1272
Game Plan Financial Advisors
Ohio
$1.05K
HIA
1273
HFM Investment Advisors
New Jersey
$787
CAC
1274
Core Alternative Capital
Georgia
$786
BFS
1275
Bare Financial Services
Pennsylvania
$699