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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
OPTFSNA
1276
Old Point Trust & Financial Services N A
Virginia
$524
BGA
1277
Battery Global Advisors
Massachusetts
$509
Q1WB
1278
Quest 10 Wealth Builders
Virginia
$480
NL
1279
NVWM LLC
Pennsylvania
$437
NRWA
1280
North Ridge Wealth Advisors
Oregon
$437
LIA
1281
Luken Investment Analytics
Tennessee
$437
BHWM
1282
Beaird Harris Wealth Management
Texas
$404
SA
1283
Seneschal Advisors
Washington
$350
AF
1284
Advisornet Financial
Minnesota
$349
FG
1285
Fairman Group
Pennsylvania
$349
HHCP
1286
Hilton Head Capital Partners
South Carolina
$349
DF
1287
DecisionPoint Financial
Arizona
$263
DCM
1288
Davis Capital Management
Florida
$262
FMP
1289
Financial Management Professionals
Texas
$262
SHIM
1290
Stone House Investment Management
Pennsylvania
$262
RPA
1291
Redwood Park Advisors
California
$175
HFS
1292
Hughes Financial Services
Virginia
$175
RS
1293
Rakuten Securities
Japan
$175
RFA
1294
Reyes Financial Architecture
California
$175
NL
1295
NorthAvenue LLC
Ohio
$175
WW
1296
Winnow Wealth
Texas
$88
JWM
1297
Jessup Wealth Management
Ohio
$87
WA
1298
Westfuller Advisors
New York
$55
CC
1299
Cartenna Capital
Connecticut
AI
1300
AdvisorShares Investments
Maryland