OTIS icon

Otis Worldwide

1,305 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 391 increasing their positions, 483 reducing their positions, and 82 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:

14.1% more ownership

Funds ownership: 86.48%100.58% (+14%)

4% more funds holding

Funds holding: 1,2501,305 (+55)

19% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 483

Holders
1,305
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
DPW
1251
DiNuzzo Private Wealth
Pennsylvania
$2.45K
PS
1252
Pinney & Scofield
Massachusetts
$2.39K
PP
1253
PFS Partners
New Jersey
$2.35K
PCFFS
1254
Pacific Center for Financial Services
California
$2.29K
MMCM
1255
Murphy & Mullick Capital Management
New York
$2.27K
EFMH
1256
E Fund Management (HK)
Hong Kong
$2.24K
SAS
1257
Spurstone Advisory Services
Connecticut
$2.18K
CCMI
1258
Creative Capital Management Investments
California
$2.1K
NWM
1259
Navigoe Wealth Management
California
$2K
SRCM
1260
Signature Resources Capital Management
California
$1.83K
SNB
1261
Security National Bank
Nebraska
$1.83K
TC
1262
Truvestments Capital
Florida
$1.83K
GFA
1263
Godfrey Financial Associates
New York
$1.83K
HCM
1264
Hollencrest Capital Management
California
$1.75K
DWM
1265
Dogwood Wealth Management
Kansas
$1.75K
API
1266
Asset Planning Inc
California
$1.75K
SFAM
1267
Sawyer Falduto Asset Management
Illinois
$1.75K
EWA
1268
EQ Wealth Advisors
Texas
$1.75K
RWA
1269
Redmont Wealth Advisors
Illinois
$1.66K
PWA
1270
Principia Wealth Advisory
Texas
$1.57K
VWA
1271
Valued Wealth Advisors
Utah
$1.49K
GWM
1272
Gilpin Wealth Management
Colorado
$1.4K
SFS
1273
Sunrise Financial Services
Washington
$1.31K
BWL
1274
Bogart Wealth LLC
Virginia
$1.22K
ACA
1275
Atlas Capital Advisors
Wyoming
$1.22K