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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
FFL
1251
Financial Freedom LLC
Ohio
$2.47K
GWSG
1252
GPS Wealth Strategies Group
Colorado
$2.46K -$32.9K -368 -93%
DPW
1253
DiNuzzo Private Wealth
Pennsylvania
$2.45K -$179 -2 -7%
PS
1254
Pinney & Scofield
Massachusetts
$2.39K
PP
1255
PFS Partners
New Jersey
$2.35K
PCFFS
1256
Pacific Center for Financial Services
California
$2.29K
MMCM
1257
Murphy & Mullick Capital Management
New York
$2.27K -$3.13K -35 -57%
EFMH
1258
E Fund Management (HK)
Hong Kong
$2.24K
SAS
1259
Spurstone Advisory Services
Connecticut
$2.18K
CCMI
1260
Creative Capital Management Investments
California
$2.1K
NWM
1261
Navigoe Wealth Management
California
$2K
SNB
1262
Security National Bank
Nebraska
$1.83K
SRCM
1263
Signature Resources Capital Management
California
$1.83K
TC
1264
Truvestments Capital
Florida
$1.83K
GFA
1265
Godfrey Financial Associates
New York
$1.83K +$1.88K +21 New
HCM
1266
Hollencrest Capital Management
California
$1.75K +$1.79K +20 New
DWM
1267
Dogwood Wealth Management
Kansas
$1.75K -$268 -3 -13%
API
1268
Asset Planning Inc
California
$1.75K
EWA
1269
EQ Wealth Advisors
Texas
$1.75K +$1.79K +20 New
SFAM
1270
Sawyer Falduto Asset Management
Illinois
$1.75K +$1.79K +20 New
RWA
1271
Redmont Wealth Advisors
Illinois
$1.66K
PWA
1272
Principia Wealth Advisory
Texas
$1.57K +$89 +1 +6%
VWA
1273
Valued Wealth Advisors
Utah
$1.49K
GWM
1274
Gilpin Wealth Management
Colorado
$1.4K +$1.43K +16 New
SFS
1275
Sunrise Financial Services
Washington
$1.31K +$1.34K +15 New